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 - 9DeWitt, MI
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Accounting company Matthew Accounting, PLLC was launched in 2005. The team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9São Paulo, Brazil
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Small Accounting company Ventura Assessoria Contábil, is in São Paulo, Brazil. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Sao Paulo, Brazil
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Located in Sao Paulo, Brazil, RDF Concept is a small Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Fair Oaks, CA
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Accounting company Smith & James, CPAs is located in Fair Oaks, California. Founded in 1994, the team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Alexandria, VA
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Launched in 2017, Your Books On Time, a small Accounting company, is located in Alexandria, Virginia. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Alexandria, VA
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Launched in 1995, EB Tax Service is an Accounting company. Their team offers Accounting.
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UndisclosedUndisclosed2 - 9Alexandria, VA
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Located in Alexandria, Virginia, Bartel and Associates is an Accounting company. Founded in 2006, the team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Los Angeles, CA
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Zipperstein & Zipperstein Accountancy Corp. Is an Accounting company. Established in 2008, the firm specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Alexandria, VA
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Rosietax Services is an Alexandria, Virginia-based Accounting company. Established in 1998, the team offers Accounting.
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UndisclosedUndisclosed2 - 9Torino, Italy
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Studio F.R.A.N.A. Is an Accounting company. The team provides Accounting and Business Consulting, and the firm is in Torino, Italy.
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UndisclosedUndisclosed10 - 49Los Angeles, CA
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Miller and Co. LLP is an Accounting company. In Los Angeles, California, the team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosedFreelancerAlexandria, VA
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Headquartered in Alexandria, Virginia, Nancy K. Prieve, CPA is a small Accounting company. The team provides Accounting and Search Engine Optimization.
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UndisclosedUndisclosed2 - 9Alexandria, VA
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EZ Tax Financial Services is a small Accounting company located in Alexandria, Virginia. Their services include Accounting.
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UndisclosedUndisclosed50 - 249Torino, Italy
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Triberti Colombo & Associati is an Accounting company. The midsize Torino, Italy-based team offers Accounting and Business Consulting. The company was launched in 1992.
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UndisclosedUndisclosed2 - 9Brasília , Brazil
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Computare Associated Accountants LTDA is an Accounting company. The small Brasília , Brazil-based team provides Accounting and Back Office Outsourcing. The firm was established in 2011.
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UndisclosedUndisclosed10 - 49SÃO PAULO, Brazil
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BPC Partners, an Accounting company, is headquartered in SÃO PAULO, Brazil. The team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Alexandria, VA
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Schlosser, Fleming & Associates is an Accounting company. They are in Alexandria, Virginia. Their team focuses on Accounting.
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UndisclosedUndisclosed10 - 49Sao Paulo, Brazil
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Based in Sao Paulo, Brazil, PKF Brazil is an Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9North Wing - Brasilia, Brazil
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MDM Contabil is an Accounting company founded in 2012. The small team focuses on Accounting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed2 - 9Alexandria, VA
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Aski Inc. Is a small Accounting company. They provide Accounting and Business Consulting and were launched in 1997.
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UndisclosedUndisclosed10 - 49Las Cruces, NM
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Beasley, Mitchell & Co. Is an Accounting company. The team is in Las Cruces, New Mexico, and their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9São Paulo, Brazil
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EUROPARTNER is an Accounting company. They are based in São Paulo, Brazil and have small team. Their services include Accounting.
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UndisclosedUndisclosed2 - 9South Wing - Brasilia , Brazil
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Agência Contábil is a South Wing - Brasilia , Brazil-based Accounting company. Founded in 2006, the team provides Accounting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed10 - 49Rockville, MD
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Warring & Company is an Accounting company. Their small team is headquartered in Rockville, Maryland and Alexandria, Virginia. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Sao Paulo, Brazil
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Tokyo Consulting Firm S.A. De C.V. Is an Accounting company. They are headquartered in Sao Paulo, Brazil and have small team. Their team provides Accounting.
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UndisclosedUndisclosedFreelancerAlexandria, VA
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E TAX SERVICES, a small Accounting company, is based in Alexandria, Virginia. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Las Cruces, NM
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Southwest Bookkeeping LLC is an Accounting company. They are located in Las Cruces, New Mexico and have small team. They provide Accounting.
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UndisclosedUndisclosed10 - 49São Paulo, Brazil
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Terceirização Contábil is a small Accounting company located in São Paulo, Brazil. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Fair Oaks, CA
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Darryl Kauffman CPA is an Accounting company established in 2003. Headquartered in Fair Oaks, California, the team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9North Wing Brasilia, Brazil
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Holder Contabilidade is an Accounting company launched in 2016. Headquartered in North Wing Brasilia, Brazil, the team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9São Paulo, Brazil
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G.Jacintho Consultoria is an Accounting company founded in 1988. The company focuses on Accounting.
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UndisclosedUndisclosed2 - 9Roseville, CA
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Petersen & Mapes, LLP, an Accounting company, is based in Roseville, California. They offer Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Las Cruces, NM
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Kelly Tax & Accounting Services is an Accounting company. Their team is in Las Cruces, New Mexico. The firm provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9São Paulo, Brazil
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MCM ACCOUNTING is a small Accounting company located in São Paulo, Brazil. Their services include Accounting.
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UndisclosedUndisclosed2 - 9São Paulo, Brazil
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Fic Figueiredo Contabilidade is an Accounting company. They offer Accounting and were established in 1984. The firm is headquartered in São Paulo, Brazil.
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UndisclosedUndisclosed2 - 9Rocklin, CA
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Johnson & Associates LLC is a small Accounting company in Rocklin, California. The team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9São Paulo, Brazil
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GARUTTI Accounting is an Accounting company headquartered in São Paulo, Brazil. They focus on Accounting and were founded in 1964.
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UndisclosedUndisclosed2 - 9Carmichael, CA
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Detinne CPA is a Carmichael, California-based Accounting company. Founded in 2010, the team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Scottsdale, AZ
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Scottsdale CPAS PLLC is an Accounting company. They are in Scottsdale, Arizona and have small team. Their team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Glendale, AZ
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Sapphire Bookkeeping and Accounting is an Accounting company. The firm is based in Glendale, Arizona. Their team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Phoenix, AZ
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Holly CPA is a small Accounting company located in Phoenix, Arizona. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Phoenix, AZ
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IGNATIUS L. JACKSON, CPA is an Accounting and Business Consulting company. They are based in Phoenix, Arizona and have small team. Their team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Scottsdale, AZ
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Located in Scottsdale, Arizona, CW Clarke is a small Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Scottsdale, AZ
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EeCPA plc is an Accounting company. Their team is in Scottsdale, Arizona. The firm focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Phoenix, AZ
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Heidenreich & Heidenreich, CPAs, PLLC is a small Phoenix, Arizona-based Accounting company. The team provides Accounting.
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UndisclosedUndisclosed2 - 9Paradise Valley, AZ
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Located in Paradise Valley, Arizona, JD Jones CPA is a small Accounting company. The team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Scottsdale, AZ
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Cilliers, CPA PLLC is a small Scottsdale, Arizona-based Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Phoenix, AZ
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Integra accounting pllc is a small Phoenix, Arizona-based Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Scottsdale, AZ
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Consultax, Inc. Is a small Scottsdale, Arizona-based Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Scottsdale, AZ
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Small Accounting company Culpepper And Associates AZ, is based in Scottsdale, Arizona. The team offers Accounting.
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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 -
$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 -
$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 -
UndisclosedUndisclosed50 - 249Dubai, United Arab Emirates
Ability to deliver
32.1/40.017/20 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
32.1/40.016.4/20 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 - 249San Francisco, CA
Ability to deliver
32/40.016/20 Reviews9/10 Clients & Experience6.9/10 Market PresenceService focus
45% Accounting55% 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.