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 - 9Westland, MI
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Max Accounting & Tax Service, CPA is a small Accounting company in Westland, Michigan. The team offers Accounting.
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UndisclosedUndisclosed2 - 9Ball Ground, GA
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Cathy's Bookkeeping Service is a small Ball Ground, Georgia-based Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Westland, MI
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Precision Tax is a small Accounting company headquartered in Westland, Michigan. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Shreveport, LA
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Career Adventures, Inc., an Accounting company, was established in 1985. The firm specializes in Accounting and Staffing, and is small.
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UndisclosedUndisclosed2 - 9Canton, GA
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Established in 2010, Danny F. Dukes and Associates, LLC is an Accounting company. The firm provides Accounting and Business Consulting, and is small.
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UndisclosedUndisclosed2 - 9Hawthorne, CA
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Miguel Quimbayo Tax Services, an Accounting company, is located in Hawthorne, California. They offer Accounting.
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UndisclosedUndisclosed2 - 9Woodstock, GA
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J Ray CPA, PC is an Accounting company. Their small team of employees is located in Woodstock, Georgia. Their team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Hawthorne, CA
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Guardian Tax & Realty is an Accounting company. They specialize in Accounting and were established in 1984.
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UndisclosedUndisclosed2 - 9San Diego, CA
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Linda Catalina, CPA is an Accounting company. The company is based in San Diego, California. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49San Diego, CA
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Cain Advisory Group, an Accounting company, is headquartered in San Diego, California. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Hawthorne, CA
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Quick Tax Services is a Hawthorne, California-based Accounting company. They focus on Accounting and were founded in 2009.
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UndisclosedUndisclosed2 - 9San Diego, CA
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Beachwood Financial Solutions is an Accounting company launched in 2011. The agency specializes in Accounting.
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UndisclosedUndisclosed2 - 9Hawthorne, CA
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Small Accounting company GQ Professional Services, is headquartered in Hawthorne, California. The team provides Accounting.
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UndisclosedUndisclosed2 - 9Fort Lauderdale, FL
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Accounting company People First, Inc. Was founded in 2000. The firm specializes in Accounting.
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UndisclosedUndisclosed2 - 9Alpharetta, GA
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Brown & Associates, P.C. Is an Accounting company. Their small team of employees is located in Alpharetta, Georgia. Their team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Woodstock, GA
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Stoker Accounting Services is an Accounting company. Launched in 2006, their team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9
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Cube Accountants is an Accounting company headquartered in. They offer Accounting and cloud consulting & SI.
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UndisclosedUndisclosed2 - 9Hawthorne, CA
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PAYSYS is an Accounting company. Their team is based in Hawthorne, California. The company provides Accounting.
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UndisclosedUndisclosed10 - 49Manchester, England
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Located in Manchester, England, summ.it is an Accounting company. Founded in 2000, the team focuses on Accounting and cloud consulting & SI.
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UndisclosedUndisclosed50 - 249
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Cowgills is an Accounting company. They were established in 1983, and their services include Accounting.
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UndisclosedUndisclosed10 - 49
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Crawfords Accountants LLP is an Accounting company. They are in and have small team. Their team focuses on Accounting and cloud consulting & SI.
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UndisclosedUndisclosed10 - 49
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Launched in 1948, KJG Chartered Accountants is a small Accounting company. Their team offers Accounting and cloud consulting & SI.
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UndisclosedUndisclosed2 - 9Westminster, CA
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GLM Bookkeeping Tax Service Inc, a small Accounting company, is in Westminster, California. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Manchester, NH
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Walker Smith Global is a small Accounting company. Established in 2014, the team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Westminster, CA
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John Awadalla, CPA is a small Westminster, California-based Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Overland Park, KS
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James Scott - Chartered Certified Accountants is an Accounting company. The Overland Park, Kansas-based agency specializes in Accounting.
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UndisclosedUndisclosed10 - 49Manchester, England
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Accounting company Get Recruited - UK Recruitment Specialists was founded in 2006. The small team offers Accounting and IT managed services.
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UndisclosedUndisclosed2 - 9Liverpool, England
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John Kerr Chartered Accountants, a small Accounting company, is located in Liverpool, England. The team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Plantation, FL
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ME & Associates is an Accounting company. Their small team of employees is headquartered in Plantation, Florida. Their team offers Accounting.
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UndisclosedUndisclosed2 - 9Pleasanton, CA
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England Financial Corporation is an Accounting company. Their small team is in Pleasanton, California. Their team offers Accounting.
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UndisclosedUndisclosed2 - 9Pleasanton, CA
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Small Accounting company Saunders Accountancy Corporation, is in Pleasanton, California. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Pleasanton, CA
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Franklin Management Systems is an Accounting company. Founded in 2003, the firm focuses on Accounting.
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UndisclosedUndisclosed2 - 9Pleasanton, CA
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Small Accounting company Despain Tax Sevices, is located in Pleasanton, California. Their services include Accounting.
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UndisclosedUndisclosed50 - 249Pleasanton, CA
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My Tax Filer is an Accounting company. Their midsize team is based in Pleasanton, California and focuses on Accounting. The agency was established in 2008.
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UndisclosedUndisclosed2 - 9Pleasanton, CA
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Small Accounting company ProBusiness Advisers LLC, is located in Pleasanton, California. Their services include Accounting.
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UndisclosedUndisclosed2 - 9San Diego, CA
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Headquartered in San Diego, California, Tax & Financial Center, Inc. Is a small Accounting company. The team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Westminster, CO
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Headquartered in Westminster, Colorado, Russell Lester CPA is a small Accounting company. The team provides Accounting.
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UndisclosedUndisclosed2 - 9La Mesa, CA
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MAXWELL TAX SERVICES is an Accounting company. They focus on Accounting and Business Consulting and are located in La Mesa, California.
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UndisclosedUndisclosed2 - 9Westminster, CO
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Located in Westminster, Colorado, McGraw & McGraw CPA is a small Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Manchester, England
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Semilliam Accountants is a small Manchester, England-based Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Westminster, CO
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Reveal Business Solutions is an Accounting company in Westminster, Colorado. Established in 2016, the team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Westminster, CO
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Headquartered in Westminster, Colorado, Mile High Tax & Accounting is an Accounting company. They offer Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9San Diego, CA
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Adaptive Accounting & Business Solutions is an Accounting company. They are located in San Diego, California. Their team provides Accounting.
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UndisclosedUndisclosed2 - 9San Diego, CA
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Located in San Diego, California, Sahmel & Associates is an Accounting company. Founded in 2000, the team offers Accounting.
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UndisclosedUndisclosed2 - 9San Diego, CA
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Rutman Corporation is an Accounting company. Their small team is located in San Diego, California. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Sacramento, CA
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Launched in 1991, Islip and Company is a small Accounting company based in Sacramento, California. Their team focuses on Accounting.
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UndisclosedUndisclosed10 - 49Stockton, CA
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Schwartz Giannini Lantsberger & Adamson Accountancy Corp. Is an Accounting company founded in 1988. The agency specializes in Accounting and Business Consulting, and is small.
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UndisclosedUndisclosed10 - 49Sacramento, CA
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Founded in 1956, Rossmann, MacDonald & Benetti, a small Accounting company, is headquartered in Sacramento, California. Their team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Laredo, TX
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Accounting company Salas Consulting is headquartered in Laredo, Texas. Founded in 2006, the team provides Accounting.
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UndisclosedUndisclosed2 - 9Sacramento, CA
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Whitaker & Associates, Inc., an Accounting company, offers Accounting. The agency is based in Sacramento, California.
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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.