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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Undisclosed$100 - $149 / hr50 - 249Tampa, FL
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Cornerstone Consulting is a Tampa, Florida-based CRM consulting and SI company. They specialize in CRM consulting and SI and ERP consulting and SI.
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$1,000+$150 - $199 / hr50 - 249New York, NY
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Located in New York, New York, Kiwi Partners is a midsize Accounting company. The team specializes in Accounting.
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$1,000+$150 - $199 / hr2 - 9New York, NY
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Ratafia & Co., CPAs, an Accounting company, offers Accounting. The firm is in New York, New York and Ossining, New York.
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$1,000+$150 - $199 / hr50 - 249Brooklyn, NY
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Roth & Company is an Accounting company launched in 1978. The team provides Accounting.
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$1,000+$150 - $199 / hr10 - 49New York, NY
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VJN & Associates, an Accounting company, was established in 2012. The firm focuses on Accounting, and is small.
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$1,000+$150 - $199 / hr10 - 49New York, NY
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Established in 1948, WFFA CPAs is an Accounting company. The agency offers Accounting.
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$1,000+$150 - $199 / hr2 - 9Walpole, MA
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Accounting company DukhonTax is in Walpole, Massachusetts. They specialize in Accounting and were founded in 2013.
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$1,000+$150 - $199 / hr10 - 49Boston, MA
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Miller Wachman, an Accounting company, was founded in 1969. The small team focuses on Accounting.
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$1,000+$150 - $199 / hr2 - 9Boston, MA
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Navitance is an Accounting company established in 2002. The small team provides Accounting.
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$1,000+$150 - $199 / hr10 - 49Boston, MA
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Raphael and Raphael is an Accounting company. Based in Boston, Massachusetts, the company was launched in 1941. Their services include Accounting.
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$1,000+$150 - $199 / hr2 - 9Quincy, MA
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Wald & Company is an Accounting company. Their small team is in Quincy, Massachusetts. Their services include Accounting.
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$1,000+$150 - $199 / hr50 - 249Chicago, IL
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Headquartered in Chicago, Illinois and Elgin, Illinois, Mueller & Co. Is an Accounting company. They specialize in Accounting.
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$1,000+$150 - $199 / hr10 - 49Oak Park, IL
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Sassetti LLC is an Accounting company. They were launched in 1921 and specialize in Accounting.
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$1,000+$150 - $199 / hr50 - 249Chicago, IL
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In Chicago, Illinois, Shepard Schwartz & Harris is a midsize Accounting company. The team provides Accounting.
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$1,000+$50 - $99 / hr10 - 49Chicago, IL
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In Chicago, Illinois, The A.C.T. Group is a small Accounting company. The team specializes in Accounting.
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$1,000+$150 - $199 / hr10 - 49Glendale, CA
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Founded in 2011, Milam, Knecht & Warner is an Accounting company. Their services include Accounting.
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$1,000+$150 - $199 / hr10 - 49Torrance, CA
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Accounting company PDM LLP focuses on Accounting. They are located in Torrance, California and Los Angeles, California.
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$1,000+$150 - $199 / hr2 - 9Los Angeles, CA
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TeamCFO is a Los Angeles, California-based Accounting company. The team provides Accounting.
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$1,000+$150 - $199 / hr10 - 49San Francisco, CA
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Small Accounting company Navolio & Tallman, is located in San Francisco, California. The team focuses on Accounting.
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$1,000+$100 - $149 / hr50 - 249Buffalo, NY
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Located in Buffalo, New York, Tronconi Segarra & Associates is an Accounting company. They focus on Accounting.
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$1,000+$25 - $49 / hr10 - 49New York, NY
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Sheehan & Company is an Accounting company launched in 1955. Their team specializes in Accounting.
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$1,000+$25 - $49 / hr10 - 49
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GT Reilly & Company, an Accounting company, is in Milton, Massachusetts. Established in 1955, the team offers Accounting.
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$1,000+$50 - $99 / hr50 - 249Deerfield, IL
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Warady & Davis is a midsize Accounting company founded in 1949. Their team offers Accounting.
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$1,000+$25 - $49 / hr50 - 249Wheaton, IL
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Dugan & Lopatka is an Accounting company. The team specializes in Accounting, and the firm is based in Wheaton, Illinois.
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$1,000+$150 - $199 / hr10 - 49Dedham, MA
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Daniel Dennis & Co. Is an Accounting company. The firm is located in Dedham, Massachusetts. Their team offers Accounting.
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$1,000+$100 - $149 / hr50 - 249New York, NY
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Accounting company RBT CPAs (formerly Vanacore, DeBenedictus, DiGovanni & Weddell) was launched in 1969. The team provides Accounting.
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$1,000+$100 - $149 / hr10 - 49Buffalo, NY
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Brock, Schechter & Polakoff is a small Accounting company. They offer Accounting and were established in 1972.
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$1,000+$100 - $149 / hr2 - 9Garden City, NY
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Boris Benic and Associates is an Accounting company. They provide Accounting and were established in 1993. The company is located in Garden City, New York.
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$1,000+$50 - $99 / hr10 - 49Braintree, MA
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Accounting company Downey & Company is based in Braintree, Massachusetts. The team focuses on Accounting.
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$1,000+$100 - $149 / hr10 - 49Boston, MA
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PKF Boston is an Accounting company. Their small team is located in Boston, Massachusetts and Quincy, Massachusetts. Their services include Accounting.
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$1,000+$50 - $99 / hr50 - 249Los Angeles, CA
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Martini Iosue & Akpovi, an Accounting company, focuses on Accounting. The agency is based in Los Angeles, California.
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$1,000+$100 - $149 / hr10 - 49Los Angeles, CA
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Located in Los Angeles, California and Boca Raton, Florida, Weinberg & Company is a small Accounting company. The team focuses on Accounting.
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$1,000+$100 - $149 / hr10 - 49San Francisco, CA
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Safe Harbor is a small San Francisco, California-based Accounting company. Their services include Accounting.
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$1,000+$100 - $149 / hr2 - 9San Francisco, CA
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Accounting company Couch & Associates was founded in 1992. The small team offers Accounting.
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$1,000+$100 - $149 / hr2 - 9San Francisco, CA
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Accounting company B.O.L. Global was launched in 2002. The agency offers Accounting, and is small.
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$1,000+$100 - $149 / hr10 - 49Burlington, MA
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Caras & Shulman is an Accounting company headquartered in Burlington, Massachusetts. They provide Accounting and were founded in 1972.
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$1,000+$100 - $149 / hr10 - 49Woburn, MA
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LitmanGerson Associates is an Accounting company founded in 1980. The small team provides Accounting.
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$1,000+$100 - $149 / hr50 - 249Brea, CA
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Frazer, LLP is a midsize Accounting company based in Brea, California and Visalia, California. The team provides Accounting.
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$1,000+$100 - $149 / hr50 - 249Irvine, CA
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KSJG LLP is an Accounting company. They are headquartered in Irvine, California. Their team offers Accounting.
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$1,000+$100 - $149 / hr10 - 49Huntington Beach, CA
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YH Advisors, an Accounting company, specialize in Accounting. They were launched in 2011.
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$1,000+$100 - $149 / hr10 - 49San Francisco, CA
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Tax Ninja is an Accounting company. Based in San Francisco, California, their team specializes in Accounting.
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$1,000+$100 - $149 / hr50 - 249Warrenville, IL
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Lauterbach & Amen, an Accounting company, was established in 1997. The firm specializes in Accounting.
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$1,000+$25 - $49 / hr50 - 249Varna, Bulgaria
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Web Designs Ltd - Professional Design Company is an Accounting company. The team specializes in Accounting and Graphic Design and is headquartered in Varna, Bulgaria and Ruse, Bulgaria.
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$1,000+< $25 / hr50 - 249Ho Chi Minh City, Vietnam
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Mazars Vietnam, a Business Consulting company, was launched in 1994. They offers Business Consulting and Accounting.
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$1,000+$25 - $49 / hr2 - 9Orlando, FL
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CPA Solutions is a small Accounting company. They offer Accounting and Business Consulting and were established in 1997.
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$1,000+< $25 / hr10 - 49Ha Noi, Vietnam
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Founded in 2006, Faro Recruitment Vietnam is a HR Consulting company. The agency focuses on HR Consulting and Accounting, and is small.
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$1,000+$50 - $99 / hr10 - 49Des Moines, IA
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Community CPA & Associates Inc. Is an Accounting company headquartered in Des Moines, Iowa and Coralville, Iowa. They specialize in Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Santa Rosa, CA
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Pisenti & Brinker LLP is an Accounting company. Launched in 1965, their team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Baton Rouge, LA
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Accounting company Faulk & Winkler LLC is in Baton Rouge, Louisiana. Their services include Accounting.
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UndisclosedUndisclosed50 - 249Charleston, WV
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Suttle & Stalnaker, PLLC is an Accounting company. They are based in Charleston, West Virginia. Their team provides Accounting and Business Consulting.
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List of the Top 15 Financial Services Companies
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$25,000+$50 - $99 / hr50 - 249Gliwice, Poland
Ability to deliver
37.8/40.018/20 Reviews10/10 Clients & Experience9.8/10 Market PresenceService focus
10% Financial Advising & Planning90% Other -
$1,000+< $25 / hr250 - 999Coimbatore, India
Ability to deliver
37.8/40.018.2/20 Reviews10/10 Clients & Experience9.6/10 Market PresenceService focus
25% Accounting75% 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
37/40.017.4/20 Reviews10/10 Clients & Experience9.6/10 Market PresenceService focus
20% Accounting80% Other -
Undisclosed$200 - $300 / hr10 - 49New York, NY
Ability to deliver
36.8/40.017.2/20 Reviews10/10 Clients & Experience9.6/10 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 - 9,999
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+$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 / 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+< $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 -
$1,000+$50 - $99 / hr10 - 49
Ability to deliver
34.1/40.017.2/20 Reviews7.6/10 Clients & Experience9.2/10 Market PresenceService focus
10% Accounting90% Other -
UndisclosedUndisclosed50 - 249Syracuse, NY
Ability to deliver
34/40.017.6/20 Reviews8.7/10 Clients & Experience7.7/10 Market PresenceService focus
40% Accounting60% Other -
$5,000+$100 - $149 / hr10 - 49
Ability to deliver
33.4/40.016.8/20 Reviews7.6/10 Clients & Experience9/10 Market PresenceService focus
30% Accounting70% Other -
UndisclosedUndisclosed50 - 249San Jose, CA
Ability to deliver
33.4/40.019/20 Reviews4.9/10 Clients & Experience9.5/10 Market PresenceService focus
40% Accounting60% Other -
$1,000+$100 - $149 / hr2 - 9Schaumburg, IL
Ability to deliver
32.9/40.016.4/20 Reviews9.2/10 Clients & Experience7.3/10 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 -
UndisclosedUndisclosed250 - 999Indianapolis, IN
Ability to deliver
32.5/40.018.2/20 Reviews8.8/10 Clients & Experience5.5/10 Market PresenceService focus
10% Accounting90% Other -
$1,000+Undisclosed10 - 49Londonderry, NH
Ability to deliver
32.5/40.018.4/20 Reviews6.9/10 Clients & Experience7.2/10 Market PresenceService focus
80% Accounting20% Other -
UndisclosedUndisclosed50 - 249Dubai, United Arab Emirates
Ability to deliver
32.3/40.017.2/20 Reviews8.1/10 Clients & Experience7/10 Market PresenceService focus
45% Accounting5% Financial Advising & Planning50% 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+Undisclosed50 - 249Cambridge, MA
Ability to deliver
32.2/40.017/20 Reviews8.3/10 Clients & Experience6.9/10 Market PresenceService focus
75% Accounting25% 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 -
$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 -
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.