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 - 9Escondido, CA
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Accounting company Compass Tax & Financial Consulting, LLC is headquartered in Escondido, California. They focus on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Trafford, England
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Manchester Accountants Brackman Wolfe is a small Accounting company based in Trafford, England. The team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Manchester, England
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S&H ACCOUNTANTS is an Accounting company. They are based in Manchester, England and have small team. Their team provides Accounting.
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UndisclosedUndisclosed2 - 9Manchester, England
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Cole Associates Corporate Finance is a small Manchester, England-based Accounting company. The team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9San Diego, CA
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Launched in 2011, StrataTax is an Accounting and Business Consulting company. The team provides Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49San Diego, CA
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Optima Office is an Accounting company. They are headquartered in San Diego, California and have small team of experts. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Bozeman, MT
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Headquartered in Bozeman, Montana, Bitterroot Capital Advisors is a small Accounting and Business Consulting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Bozeman, MT
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Next Frontier Capital is an Accounting and Business Consulting company. The small Bozeman, Montana-based team offers Accounting and Business Consulting. The agency was launched in 2015.
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UndisclosedUndisclosed2 - 9Wythenshawe, England
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Accounting company EBA Chartered Accountants is based in Wythenshawe, England. They focus on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Manchester, England
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Tree Accountancy is an Accounting company. They are headquartered in Manchester, England, and their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Manchester, England
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Established in 1994, Clarke Bell Ltd. Is a small Manchester, England-based Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Eccles, England
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Monton Green Accountancy Ltd is a small Eccles, England-based Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Manchester, England
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IBC Accountancy is an Accounting company. They were founded in 2008 and offer Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9San Diego, CA
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Located in San Diego, California, Brannen Shirley LLP is a small Accounting and Business Consulting company. The team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Manchester, England
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Leonherman is a small Manchester, England-based Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Manchester, England
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RMI Accountancy Manchester is an Accounting company. Located in Manchester, England, the agency was established in 2009. Their team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Manchester, England
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CLEARCUT ACCOUNTING is a small Accounting company headquartered in Manchester, England. The team offers Accounting.
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UndisclosedUndisclosed2 - 9Manchester, England
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Accounting company Jon Child & Co is in Manchester, England. Founded in 1996, the team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Stretford, England
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Sam & Co Accountants is a small Stretford, England-based Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Worsley, England
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Huddart Chartered Accountants is a small Worsley, England-based Accounting company. The team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Del Mar, CA
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In Del Mar, California, Lowell Foster, CPA is a small Accounting company. The team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Manchester, England
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Established in 2014, RJF Business Services is a small Accounting company. Their team provides Accounting and Recruiting.
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UndisclosedUndisclosed2 - 9Tyldesley, England
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C J Roberts & Partners Ltd is a small Tyldesley, England-based Accounting company. The team specializes in Accounting.
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UndisclosedUndisclosed10 - 49Manchester, England
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Lopian Gross Barnett & Co is a small Accounting company headquartered in Manchester, England. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Sale, England
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Dale Pickard & Co is an Accounting company. Their small team is based in Sale, England. Their team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Manchester, England
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Launched in 1997, Zeeshan & Co is a small Accounting company based in Manchester, England. Their team provides Accounting.
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UndisclosedUndisclosed2 - 9Manchester, England
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Accounting company SQK Accountancy was launched in 2015. The team specializes in Accounting and Business Consulting and is located in Manchester, England.
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UndisclosedUndisclosed50 - 249Makati, Philippines
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24-Hour HR Process Outsourcing, Inc. Is a midsize Makati, Philippines-based Accounting company. Their services include Accounting and Staffing.
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UndisclosedUndisclosed2 - 9Kennesaw, GA
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Accounting, Tax and Investigations Group is an Accounting company founded in 2011. The team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Canton, GA
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Located in Canton, Georgia, Cherokee Tax Services is a small Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Hawthorne, CA
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Accounting company AB Account and Income Tax Services focuses on Accounting. They are headquartered in Hawthorne, California.
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UndisclosedUndisclosed50 - 249Corpus Christi, TX
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Accounting company UniqueHR is based in Corpus Christi, Texas and Escondido, California. The team specializes in Accounting and Recruiting.
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UndisclosedUndisclosed10 - 49Liverpool, England
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LJS Accounting Services is an Accounting company established in 2009. The small team provides Accounting.
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UndisclosedUndisclosed10 - 49Addison, TX
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In Addison, Texas, DPLOYIT, Inc is an Accounting company. Their services include Accounting and Staffing.
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UndisclosedUndisclosed2 - 9Canton, GA
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Jeffrey L. Jackson CPA LLC is a small Canton, Georgia-based Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Liverpool, England
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In Liverpool, England, Bibby & CO is a small Accounting company. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Canton, GA
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North Georgia Tax Solutions, a small Accounting company, is in Canton, Georgia and Jasper, Georgia. The team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Liverpool, England
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DD accounting services is an Accounting company. They are in Liverpool, England and have small team. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Canton, GA
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Charles D. Mason, Jr. CPA, P.C is an Accounting company. Their small team is headquartered in Canton, Georgia. Their team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Liverpool, NY
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Powers Accounting is an Accounting company. They are located in Liverpool, New York and have small team. Their team focuses on Accounting.
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UndisclosedUndisclosed50 - 249Union City, CA
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Carson Consulting Corp is a midsize Union City, California-based Accounting company. The team provides Accounting and Staffing.
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UndisclosedUndisclosed10 - 49San Diego, CA
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Encore Partners LLP is an Accounting company. The San Diego, California-based firm was established in 2011. Their team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Liverpool, England
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BWM, a small Accounting company, is headquartered in Liverpool, England. The team focuses on Accounting.
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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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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.