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 - 9Davie, FL
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Payrolls Plus is a small Davie, Florida-based Accounting company. The team focuses on Accounting.
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UndisclosedUndisclosed2 - 9
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Matthew Lemas, CPA & Associates is an Accounting company. Their small team of employees is headquartered in. Their team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Southwest Ranches, FL
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Pablo Gonzalez Taboada CPA is a small Southwest Ranches, Florida-based Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Chattanooga, TN
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Rollins & Rollins, CPAs is a small Chattanooga, Tennessee-based Accounting company. The team provides Accounting.
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UndisclosedUndisclosed2 - 9Chattanooga, TN
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Sherrell and Shelley, CPAs, a small Accounting company, is located in Chattanooga, Tennessee. The team offers Accounting.
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UndisclosedUndisclosed2 - 9Davie, FL
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LibertAccounting is an Accounting company in Davie, Florida. Their services include Accounting.
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UndisclosedUndisclosed2 - 9San Diego, CA
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Accounting company STEES, WALKER & COMPANY LLP was established in 2014. The agency specializes in Accounting, and is small.
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UndisclosedUndisclosed2 - 9San Diego, CA
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Fleetridge Financial, Inc., an Accounting company, was established in 2014. The small team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Davie, FL
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Hache & Co. Is an Accounting company. The team focuses on Accounting and is headquartered in Davie, Florida.
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UndisclosedUndisclosed10 - 49Fort Lauderdale, FL
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Located in Fort Lauderdale, Florida, Heritage Accounting & Tax Services is a small Accounting company. The team provides Accounting.
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UndisclosedUndisclosed2 - 9Manchester, England
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CWP Chartered Certified Accountants is an Accounting company. They are based in Manchester, England. Their team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Manchester, England
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Accounting company The Accountancy People was founded in 2009. In Manchester, England, the team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Davie, FL
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Launched in 1995, Santini & Sedawie, CPA is an Accounting company. Headquartered in Davie, Florida, the team offers Accounting.
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UndisclosedUndisclosed2 - 9Manchester, England
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MMR & CO Accountancy Services., a small Accounting company, is based in Manchester, England. The team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Manchester, England
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Small Accounting company The Accountants Firm, is located in Manchester, England. The team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Prestwich, England
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AY Accountants Manchester is a small Prestwich, England-based Accounting company. The team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Warrington, England
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Founded in 1994, WatkinsonBlack is an Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Eccles, England
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Launched in 2005, The Accounts Company Ltd is an Accounting company. Their team offers Accounting.
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UndisclosedUndisclosed2 - 9Tyldesley, England
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Fosters Accountants is a small Tyldesley, England-based Accounting company. The team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Manchester, England
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Percy Westhead & Company is a small Accounting company established in 1928. Their team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Radcliffe, England
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Gortons - Chartered Accountants, an Accounting company, was launched in 2002. The firm offers Accounting, and is small.
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UndisclosedUndisclosed2 - 9San Diego, CA
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LAMB & MEYER APC is an Accounting company. Launched in 1991, the company offers Accounting.
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UndisclosedUndisclosed2 - 9Manchester , England
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Zia & Co is an Accounting company. They are headquartered in Manchester , England and have small team. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Wythenshawe, England
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Cutts and Company Limited is an Accounting company. Their small team is based in Wythenshawe, England. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Droylsden, England
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Accounting company Chadwick & Company was established in 1983. The team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Manchester, England
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The TaxCom Accountants is an Accounting company. Their small team is based in Manchester, England. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Davie, FL
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Accounting company Jay B. Korngold C.P.A., P.A. Is headquartered in Davie, Florida. They specialize in Accounting and Business Consulting and were launched in 2013.
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UndisclosedUndisclosed2 - 9San Diego, CA
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Founded in 2007, Oladapo A. Olagbemi, CPA is an Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Oldham , England
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Nexus Contractor Accounting is an Accounting company based in Oldham , England. The team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Glossop, England
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Accounting company Lomas & Company was established in 1992. The agency offers Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Manchester, England
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Accounting company J&P Accountants was established in 2007. The team provides Accounting and E-Commerce Development and is headquartered in Manchester, England.
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UndisclosedUndisclosed10 - 49Denton, England
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Warr & Co Chartered Accountants is an Accounting company launched in 1994. The team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Manchester, England
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Proacc Associates is an Accounting company. They are located in Manchester, England and have small team. Their team focuses on Accounting.
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UndisclosedUndisclosed2 - 9San Diego, CA
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Gaines & Welsh Financial Services, Inc. Is an Accounting company. The team is in San Diego, California, and their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Manchester, England
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Third Sector Accountancy Limited, an Accounting company, specializes in Accounting and Business Consulting. The company is located in Manchester, England.
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UndisclosedUndisclosed2 - 9Davie, FL
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Blackstone CPAs is a small Davie, Florida-based Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Worsley, England
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Located in Worsley, England, Manchester Accountants is a small Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Manchester, England
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Guest & Co is a small Manchester, England-based Accounting company. The team offers Accounting.
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UndisclosedUndisclosed2 - 9Manchester, England
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Fair View Accounting & Tax Services Ltd, a small Accounting company, is in Manchester, England. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Fort Lauderdale, FL
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Intrepid Consulting LLC is an Accounting company. They specialize in Accounting and Business Consulting and were launched in 2009.
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UndisclosedUndisclosed2 - 9Davie, FL
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Carroll & Cook is a small Davie, Florida-based Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9San Diego, CA
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Green Cloud Accounting, an Accounting company, provide Accounting. They were founded in 2011.
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UndisclosedUndisclosed2 - 9Fort Lauderdale, FL
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Consulting Solutions, Inc. FL is an Accounting company. They are located in Fort Lauderdale, Florida and have small team. Their team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Manchester , England
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Connected Finance Partner is an Accounting company. They are in Manchester , England and have small team. Their team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Davie, FL
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Eddy CPA Advisory & Solutions is an Accounting company. In Davie, Florida, the team provides Accounting.
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UndisclosedUndisclosed2 - 9San Diego, CA
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Class Advisors, Inc. Is a San Diego, California-based Accounting company. The team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Disley, England
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Founded in 2006, Castletree Consultants Limited is a small Disley, England-based Accounting company. Their team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Manchester , England
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SARKS UK is a small Accounting company based in Manchester , England. The team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Pompano Beach, FL
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TriCPS, a small Accounting and Business Consulting company, is in Pompano Beach, Florida. The team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Worsley, England
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Champion Accountants is an Accounting company founded in 1971. The firm specializes in Accounting, and is small.
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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.