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 - 9Mount Laurel Township, NJ
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Located in Mount Laurel Township, New Jersey, Genesis Wealth Advisor Group, LLC is an Accounting company. Established in 2016, the team specializes in Accounting.
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UndisclosedUndisclosed10 - 49McHenry, IL
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Established in 1985, Eder, Casella & Co, a small Accounting company, is based in McHenry, Illinois. Their services include Accounting.
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UndisclosedUndisclosed2 - 9San Jose, CA
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Tower Accounting is a small San Jose, California-based Accounting company. The team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Union City, NJ
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Manuel A. Rodriguez Income Tax Service is an Accounting company. The team provides Accounting, and the company is in Union City, New Jersey.
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UndisclosedUndisclosed2 - 9Marlton, NJ
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Based in Marlton, New Jersey, Santilli & Thomson is a small Accounting company. The team provides Accounting.
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UndisclosedUndisclosed2 - 9Addison, IL
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Accounting company Accu-Tax and Accounting Co is in Addison, Illinois. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Union City, NJ
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M. Greenwald Associates LLP is an Accounting company launched in 1992. Headquartered in Union City, New Jersey, the team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Upland, CA
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The Nevills Company APC is an Accounting company. Headquartered in Upland, California, the firm provides Accounting.
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UndisclosedUndisclosed2 - 9San Jose, CA
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AP Accounting is an Accounting company founded in 2000. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9San Jose, CA
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Tax Force Inc. Is an Accounting company. They are headquartered in San Jose, California and have small team. They focus on Accounting.
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UndisclosedUndisclosed2 - 9San Jose, CA
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Left Coast Tax Services, an Accounting company, was launched in 2014. The company provides Accounting, and is small.
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UndisclosedUndisclosed2 - 9Greensboro, NC
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Founded in 1951, Breslow Starling Frost Warner is a small Accounting company headquartered in Greensboro, North Carolina. Their team focuses on Accounting and Commercial Financing.
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UndisclosedUndisclosed50 - 249West Palm Beach, FL
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Accounting company Caler, Donten, Levine, Cohen, Porter & Veil PA was established in 1987. The agency provides Accounting.
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UndisclosedUndisclosed2 - 9San Jose, CA
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Established in 2004, Chow & Ouyang LLP is an Accounting and Business Consulting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9West Palm Beach, FL
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Boyer Ginori CPAs LLC, an Accounting company, was launched in 2017. Headquartered in West Palm Beach, Florida, the team provides Accounting.
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UndisclosedUndisclosed2 - 9Burlingame, CA
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Audit and Tax Solutions, CPAs Inc is an Accounting company. They provide Accounting and were founded in 1994.
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UndisclosedUndisclosed2 - 9Greensboro, NC
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Based in Greensboro, North Carolina, Duncan Ashe, P.A. Is an Accounting company. Founded in 2009, the team provides Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Campbell, CA
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Launched in 2008, Perisho Tombor Brown (Perisho), a small Accounting company, is based in Campbell, California. Their team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Lansing, MI
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Simplified Tax is an Accounting company. They provide Accounting and were established in 1945.
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UndisclosedUndisclosed2 - 9Palo Alto, CA
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Launched in 1999, Holland & Associates Certified Public Accountants, Inc. Is a small Accounting company. Their team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9San Jose, CA
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AZ Mobile Tax LLC, an Accounting company, is located in San Jose, California. Established in 2019, the team offers Accounting.
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UndisclosedUndisclosed10 - 49Lansing, MI
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C.L. Moore & Associates, an Accounting company, is located in Lansing, Michigan and Detroit, Michigan. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed50 - 249Greensboro, NC
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Association Management Group, Inc. Is an Accounting company. The team is based in Greensboro, North Carolina, and their services include Accounting and Commercial Property Management.
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UndisclosedUndisclosed2 - 9East Lansing, MI
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Abraham & Gaffney, P.C. Is a small East Lansing, Michigan-based Accounting company. Their services include Accounting and IT managed services.
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UndisclosedUndisclosed2 - 9Campbell, CA
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Founded in 2015, Tracy M Cook CPA, a small Accounting company, is headquartered in Campbell, California. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Los Gatos, CA
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Chan CPA & Company, INC. Is an Accounting company based in Los Gatos, California. The team offers Accounting.
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UndisclosedUndisclosed10 - 49Lansing, MI
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Flintoff & Klein CPA PC is an Accounting company in Lansing, Michigan. Launched in 2015, the team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Campbell, CA
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Frey & Associates Certified Public Accountant, a small Accounting company, is headquartered in Campbell, California. The team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Palo Alto, CA
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Andrikopoulos Tax Services is an Accounting company. They are located in Palo Alto, California and have small team. They specialize in Accounting and Business Consulting.
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UndisclosedUndisclosedFreelancerUpland, CA
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Accounting company Andrus Tax Services, Inc. Is headquartered in Upland, California. They specialize in Accounting and were launched in 2006.
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UndisclosedUndisclosed2 - 9East Lansing, MI
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Accounting company Hall & Romkema, PLC is headquartered in East Lansing, Michigan. They specialize in Accounting and were launched in 1991.
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UndisclosedUndisclosed2 - 9Sacramento, CA
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SHEIKH M IDREES, CPA, an Accounting company, is located in Sacramento, California. Launched in 2004, the team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Vacaville, CA
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ADValue CPA Services is an Accounting company. Their small team is based in Vacaville, California. Their team provides Accounting.
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UndisclosedUndisclosed2 - 9Sacramento, CA
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Aguirre's Tax & Accounting Services is an Accounting company launched in 1995. Their team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Greensboro, NC
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Bumbry & Associates is a small Greensboro, North Carolina-based Accounting company. Their services include Accounting and Commercial Financing.
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UndisclosedUndisclosed2 - 9Vallejo, CA
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Slater and Associates is an Accounting company. The firm is in Vallejo, California. Their team provides Accounting.
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UndisclosedUndisclosedFreelancerVancouver, WA
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Michael Sanders is an Accounting company. Their team is in Vancouver, Washington. The firm offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Vancouver, WA
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Integrated Tax Services is an Accounting company. Their small team is in Vancouver, Washington. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Ventura, CA
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Headquartered in Ventura, California, Sauer, Braime & Moss CPA’s LLP is a small Accounting company. The team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Camas, WA
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Mark Bacon is an Accounting company based in Camas, Washington. Founded in 2013, the team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Vancouver, WA
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RD Tax is a small Vancouver, Washington-based Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Vancouver, WA
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Peterson & Associates P.S. Is a small Vancouver, Washington-based Accounting company. The team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosedFreelancer
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Kelli Loo CPA is an Accounting company. The team offers Accounting and is in Vancouver, Washington.
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UndisclosedUndisclosed10 - 49Ventura, CA
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Tax Champions is an Accounting company. The company is located in Ventura, California. Their team provides Accounting.
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UndisclosedUndisclosed2 - 9West Palm Beach, FL
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Michael C. Becker & Co. Is an Accounting company. The small West Palm Beach, Florida-based team specializes in Accounting and Business Consulting. The firm was established in 1988.
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UndisclosedUndisclosedFreelancerVancouver, WA
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Go Green Taxes is an Accounting company. Founded in 2011, the agency specializes in Accounting.
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UndisclosedUndisclosed2 - 9Vancouver, WA
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Headquartered in Vancouver, Washington, Salsbury & Co., LLC is a small Accounting company. The team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Ventura, CA
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Abacus Business Services, Inc. Is an Accounting company. They are based in Ventura, California and have small team. They provide Accounting.
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UndisclosedUndisclosed2 - 9Vancouver, WA
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Gough, Reaves & Staudinger CPAs PS is a small Accounting company in Vancouver, Washington. Their services include Accounting.
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UndisclosedUndisclosed10 - 49West Palm Beach, FL
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Holyfield & Thomas, LLC, a small Accounting company, is in West Palm Beach, Florida. The team offers 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.