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 - 9Walnut Creek, CA
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Your CPA Corner is a small Accounting company based in Walnut Creek, California. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Warwick, RI
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Founded in 2010, Barba CFO is a small Warwick, Rhode Island-based Accounting company. Their team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Sacramento, CA
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Launched in 2011, John Burnett Accountancy Corporation is an Accounting company. Their team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Greensboro, NC
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Pinsker Wealth Management is a Commercial Financing company. The team focuses on Commercial Financing and Accounting, and the company is headquartered in Greensboro, North Carolina.
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UndisclosedUndisclosed2 - 9Waterbury, CT
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Established in 1922, Charles Heaven & Co. Is an Accounting company. The team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Sacramento, CA
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Calvin Takuma & Co Certified Public Accountant, an Accounting company, is based in Sacramento, California. They focus on Accounting and Business Consulting and were established in 1985.
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UndisclosedUndisclosed2 - 9West Palm Beach, FL
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Michaelson & Co. P.A., an Accounting company, is headquartered in West Palm Beach, Florida. They specialize in Accounting and were established in 1986.
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UndisclosedUndisclosed2 - 9West Palm Beach, FL
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Based in West Palm Beach, Florida and Boca Raton, Florida, Peter Camacho CPA P.A. Is a small Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosedFreelancerUnion City, CA
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Raj Lakhotia Accounting and Tax Services, an Accounting company, was founded in 1997. The company focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Pembroke Pines, FL
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Rivera Accounting & Tax is an Accounting company. Their small team is in Pembroke Pines, Florida. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Sacramento, CA
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Gerald D Muto CPA, an Accounting company, was founded in 1980. The company specializes in Accounting.
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UndisclosedUndisclosed2 - 9West Palm Beach, FL
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Perry & Group, CPA, LLC is an Accounting company. They are based in West Palm Beach, Florida and have small team of experts. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9West Palm Beach, FL
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Located in West Palm Beach, Florida, French & Turdo, P.A. Is an Accounting company. They offer Accounting and were established in 1989.
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UndisclosedUndisclosed10 - 49Pembroke Pines, FL
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Taxleaf is an Accounting company. Founded in 1976, the agency is based in Pembroke Pines, Florida. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Sacramento, CA
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Linda J Vail CPA is a small Accounting company established in 1992. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Peoria, AZ
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LINDA ROZET, CPA is a small Accounting company in Peoria, Arizona. Their services include Accounting.
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UndisclosedUndisclosed2 - 9West Palm Beach, FL
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Barry & Company, P.A. Is an Accounting company founded in 1975. The small team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Peoria, AZ
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Phoenix Financial Group Ltd, an Accounting company, was established in 1996. The small team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Sacramento, CA
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Established in 1996, SUSAN KIESER & ASSOCIATES Certified Public Accountants is a small Sacramento, California-based Accounting company. Their team provides Accounting.
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UndisclosedUndisclosed2 - 9Phoenix, AZ
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Rochford, Burns, Nasses & Associates is an Accounting company launched in 1972. The small team provides Accounting.
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UndisclosedUndisclosed50 - 249Chester, England
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Mitchell Charlesworth is an Accounting company. Launched in 1885, their team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9West Palm Beach, FL
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Accru LLC is a small Accounting company. They offer Accounting and were launched in 2016.
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UndisclosedUndisclosed10 - 49
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Debt Compare is an Accounting company in. Their services include Accounting.
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UndisclosedUndisclosed2 - 9West Palm Beach, FL
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Cochrane & Co., P.A is an Accounting company. Based in West Palm Beach, Florida, the company was founded in 1981. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9West Palm Beach, FL
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Dalia Accounting Service, Inc., a small Accounting company, is located in West Palm Beach, Florida. Their services include Accounting.
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UndisclosedUndisclosed2 - 9West Palm Beach, FL
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Tax One Inc is an Accounting company launched in 2003. The firm specializes in Accounting and Business Consulting, and is small.
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UndisclosedUndisclosed2 - 9West Palm Beach, FL
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Small Accounting company The Balance Sheet, Inc., is in West Palm Beach, Florida. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Augusta, GA
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Salazar CPA is an Accounting company. They offer Accounting and Business Consulting and were established in 2002.
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UndisclosedUndisclosed2 - 9West Palm Beach, FL
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United Tax & Financial Services is an Accounting company. Launched in 2004, the company offers Accounting.
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UndisclosedUndisclosed10 - 49Augusta, GA
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Bedingfield, McCutcheon & Perry, CPAs is a small Accounting company. Established in 1943, the team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Augusta, GA
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Mattison R. Verdery, CPA, PC is an Accounting company. Founded in 1988, the team offers Accounting and Business Consulting. The firm is in Augusta, Georgia.
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UndisclosedUndisclosed2 - 9Martinez, GA
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TK Lawrence's Accounting & Tax Service is an Accounting company. They are located in Martinez, Georgia and have small team. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Anchorage, AK
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Rogers & Company CPA is an Accounting company established in 1989. The team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Augusta, GA
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Established in 1985, James W Burroughs CPA PC is an Accounting company. The team specializes in Accounting and Business Consulting and is headquartered in Augusta, Georgia.
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UndisclosedUndisclosed2 - 9Augusta, GA
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Launched in 1979, Hall, Murphy & Associates, PC is an Accounting company. The team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Anchorage, AK
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Headquartered in Anchorage, Alaska, Bassler & Redick CPA is a small Accounting company. The team provides Accounting.
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UndisclosedUndisclosed2 - 9West Palm Beach, FL
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Jacobs & Company LLP is an Accounting company. Their small team is headquartered in West Palm Beach, Florida. Their team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9West Palm Beach, FL
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Evelyn F Parkes CPA PA is an Accounting company. Established in 1995, their team provides Accounting.
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UndisclosedUndisclosed2 - 9West Palm Beach, FL
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Weinberg & Co. WPB LLC is an Accounting company. Their small team is based in West Palm Beach, Florida. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Chattanooga, TN
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Debra J. Cope, CPA is an Accounting company. They specialize in Accounting and Business Consulting and are headquartered in Chattanooga, Tennessee.
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UndisclosedUndisclosed2 - 9West Palm Beach, FL
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Founded in 2001, Julie B. Hershman C.P.A. P.A is an Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Soddy-Daisy, TN
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EJ Pelton Company is an Accounting company based in Soddy-Daisy, Tennessee. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9West Palm Beach, FL
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Headquartered in West Palm Beach, Florida, Douglass E Pereboom, C.P.A., P.A. Is a small Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9West Palm Beach, FL
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Located in West Palm Beach, Florida, O'Shell CPA is a small Accounting company. The team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Sacramento, CA
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Buckley and Endow, LLP is an Accounting company. Established in 1992, the company is in Sacramento, California. Their team offers Accounting.
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UndisclosedUndisclosed2 - 9Boynton Beach, FL
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In Boynton Beach, Florida, Marvin Mowatt, CPA is an Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Sacramento, CA
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Accounting company TaxPro is based in Sacramento, California. They offer Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Sacramento, CA
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Norman W. Marcoux, CPA, Inc., an Accounting company, is headquartered in Sacramento, California. They specialize in Accounting.
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UndisclosedUndisclosed2 - 9Sacramento, CA
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Barnes Consulting, an Accounting company, is located in Sacramento, California. The team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Sacramento, CA
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EDGAR & ASSOCIATES LLP, an Accounting company, is based in Sacramento, California. Established in 1999, the team focuses on 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.