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 - 9Tucker, GA
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Ellsworth Hawkins Tax & Accounting Service is a small Tucker, Georgia-based Accounting company. The team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9East Lansing, MI
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Apex Accounting Service Inc. Is an Accounting company founded in 1989. The team specializes in Accounting and is based in East Lansing, Michigan and Fruitport Charter Township, Michigan.
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UndisclosedUndisclosed2 - 9San Jose, CA
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Micro Tax, Audit and Accounting Services, LLP, an Accounting company, was founded in 2007. The team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Marietta, GA
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Xtrategist, LLC is an Accounting company. Headquartered in Marietta, Georgia, the agency was established in 2015. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9West Palm Beach, FL
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DiSalvo & Associates, PA is an Accounting company established in 2009. The company offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Sacramento, CA
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Launched in 2018, Balarsky & Beebout CPA’s, a small Accounting company, is in Sacramento, California. Their team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Sacramento, CA
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Accounting company Hecox & Company, CPAs was established in 2014. The small team specializes in Accounting.
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UndisclosedUndisclosed10 - 49Sacramento, CA
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Grant Bennett Associates is a Sacramento, California-based Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Sacramento, CA
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POMARES & CO., LLP is an Accounting company. They were established in 1952, and their services include Accounting.
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UndisclosedUndisclosed10 - 49Duluth, GA
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AGL CPA Group is an Accounting company. The team specializes in Accounting and Business Consulting and is located in Duluth, Georgia.
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UndisclosedUndisclosed10 - 49Lake Zurich, IL
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Farmer Poklop Hoppa & Co. Is a small Lake Zurich, Illinois-based Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Itasca, IL
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Account-Ability Inc. Is an Accounting company. Their small team is located in Itasca, Illinois. Their team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Arlington Heights, IL
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Small Accounting and Business Consulting company Gurgiolo Associates, is in Arlington Heights, Illinois. The team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9West Palm Beach, FL
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Established in 2016, Karim Tax LLC is a small Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9West Palm Beach, FL
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South FL CPA Services LLC is a small West Palm Beach, Florida-based Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49West Palm Beach, FL
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Divine, Blalock, Martin & Sellari, LLC is an Accounting company founded in 1932. The agency provides Accounting and Business Consulting, and is small.
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UndisclosedUndisclosed2 - 9West Palm Beach, FL
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Alan L. Lieberman, CPA is an Accounting company. Their team is headquartered in West Palm Beach, Florida. The agency offers Accounting.
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UndisclosedUndisclosed2 - 9Lansing, MI
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D. A. Rainsberger is an Accounting company. Based in Lansing, Michigan, the firm was founded in 1952. Their team focuses on Accounting and IT managed services.
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UndisclosedUndisclosed2 - 9Lake Worth, FL
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Thomas & Clough Co., P.A. Is an Accounting company. They focus on Accounting and Business Consulting and were established in 1994.
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UndisclosedUndisclosed2 - 9Lansing, MI
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X-TAX 1-DAY Tax Service is a Lansing, Michigan-based Accounting company. They provide Accounting.
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UndisclosedUndisclosed2 - 9West Palm Beach, FL
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Tangible Accounting, PLLC is an Accounting company. In West Palm Beach, Florida, the company was founded in 2015. Their team provides Accounting and Business Consulting.
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UndisclosedUndisclosed50 - 249Knoxville, TN
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Accounting company Doctors Management was founded in 1956. The team offers Accounting and Corporate Training & Coaching.
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UndisclosedUndisclosed2 - 9Sacramento, CA
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K.B. Daniel & Company is an Accounting company. Established in 1988, their team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9West Palm Beach, FL
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Media Financial Services is an Accounting company. Established in 1997, the company is located in West Palm Beach, Florida. Their team offers Accounting.
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UndisclosedUndisclosed10 - 49Sacramento, CA
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Richardson & Company, LLP is a Sacramento, California-based Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9East Lansing, MI
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The ALG Group is an Accounting company established in 2012. The team focuses on Accounting.
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UndisclosedUndisclosed2 - 9West Palm Beach, FL
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Accounting company Atlantic Business Advisers is in West Palm Beach, Florida. They focus on Accounting and were established in 2015.
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UndisclosedUndisclosedFreelancerVictorville, CA
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Small Accounting company Angela Woodard Enterprises, Inc, is headquartered in Victorville, California. Their services include Accounting.
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UndisclosedUndisclosed2 - 9East Lansing, MI
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Founded in 2010, Spartan Tax Relief is an Accounting company. Their team offers Accounting.
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UndisclosedUndisclosed2 - 9Boynton Beach, FL
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Small Accounting company Access Accounting and Payroll, is in Boynton Beach, Florida and West Palm Beach, Florida. The team provides Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Victorville, CA
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Anguiano Consulting Inc is a small Accounting company launched in 1993. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9West Palm Beach, FL
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Finance & Technology Consultants, Inc is an Accounting company. The West Palm Beach, Florida-based company offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9West Palm Beach, FL
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Small Accounting company Manis & Company, LLC, is based in West Palm Beach, Florida. The team offers Accounting.
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UndisclosedUndisclosed2 - 9Sacramento, CA
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Munay Accounting & Tax is a small Accounting company. Founded in 2017, the team focuses on Accounting.
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UndisclosedUndisclosed2 - 9West Palm Beach, FL
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Five Star Accounting & Tax Solutions is a West Palm Beach, Florida-based Accounting company. Launched in 2005, the team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9West Palm Beach, FL
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Swinarski & Company P.A. Is an Accounting company launched in 1984. The small team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Palatine, IL
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AC Financial Services, a small Accounting company, is headquartered in Palatine, Illinois. The team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Sacramento, CA
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Fitzpatrick & Casimiro, CPAs, Inc., an Accounting company, focuses on Accounting. The company is based in Sacramento, California.
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UndisclosedUndisclosed2 - 9Vista, CA
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Headquartered in Vista, California, Accounting Value, Inc. Is a small Accounting company. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Lansing, MI
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ATAX Lansing, MI is an Accounting company headquartered in Lansing, Michigan and Yonkers, New York. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Lansing, MI
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Founded in 1992, David J Ambrose CPA, PLLC is an Accounting company. The team focuses on Accounting and IT managed services and is located in Lansing, Michigan.
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UndisclosedUndisclosed2 - 9Sacramento, CA
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Joseph M. Skowron, CPA is an Accounting company. The Sacramento, California-based company provides Accounting.
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UndisclosedUndisclosed50 - 249Walnut Creek, CA
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Thomas Doll is an Accounting company. They focus on Accounting and are in Walnut Creek, California.
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UndisclosedUndisclosed10 - 49Sacramento, CA
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Carrazco - Innovative Tax Solutions, an Accounting company, is based in Sacramento, California. They offer Accounting and were founded in 2005.
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UndisclosedUndisclosed2 - 9Walnut Creek, CA
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Small Accounting company Ronald J. Roach Accountancy Corporation, is headquartered in Walnut Creek, California. The team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Walnut Creek, CA
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Carol Keane & Associates, CPAs is an Accounting company. Established in 2001, the team offers Accounting. The company is in Walnut Creek, California.
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UndisclosedUndisclosed2 - 9Walnut Creek, CA
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Unalp CPA Group, Inc. Is an Accounting company. Founded in 2006, the team offers Accounting and Finance & Accounting Outsourcing (FAO). The agency is based in Walnut Creek, California.
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UndisclosedUndisclosed2 - 9Sacramento, CA
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BLACK & COMPANY, INC. Is a small Accounting company founded in 1997. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Greensboro, NC
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Accounting company George W. Navarro CPA, PC was founded in 2001. Located in Greensboro, North Carolina, the team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Walnut Creek, CA
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In Walnut Creek, California, Patten & Co., CPA is a small Accounting company. The team provides Accounting and Business Consulting.
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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.