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 - 9Shreveport, LA
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ASAP Express Delivery is a small Shreveport, Louisiana-based Accounting and Freight forwarding company. The team offers Accounting and Freight forwarding.
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UndisclosedUndisclosed2 - 9Lawton, OK
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Hatch Croke & Associates is an Accounting company. Based in Lawton, Oklahoma, the firm was founded in 1990. Their services include Accounting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed2 - 9McDonough, GA
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Bob Griffin CPA, a small Accounting company, is located in McDonough, Georgia. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Ciudad de México, Mexico
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Gamaz Contadores, a small Accounting company, is based in Ciudad de México, Mexico. The team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Lawton, OK
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Lorna D. Funkhouser, CPA, an Accounting company, is headquartered in Lawton, Oklahoma. They provide Accounting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed2 - 9Stockton, CA
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Wardell & Rall Accountancy Corporation is a small Stockton, California-based Accounting company. The team focuses on Accounting and HR Consulting.
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UndisclosedUndisclosed10 - 49Provo, UT
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Sadler Gibb and Associates is an Accounting company. The Provo, Utah-based team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Roseville, CA
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Located in Roseville, California, Hullen & Ross CPA's is an Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Lawton, OK
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Headquartered in Lawton, Oklahoma, Caldwell Chris A CPA is an Accounting company. The team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Stockton, CA
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In Stockton, California, Bestolarides Ted H CPA is a small Accounting company. The team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Roseville, CA
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Founded in 1990, Dicus Financial Management is an Accounting company. The small team offers Accounting.
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UndisclosedUndisclosed10 - 49Provo, UT
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Andon Financial, a small Accounting company, is based in Provo, Utah. Their services include Accounting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed2 - 9
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Launched in 1962, Nadler Accountancy Corporation is an Accounting company. The agency specializes in Accounting.
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UndisclosedUndisclosed2 - 9Ciudad de México, Mexico
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AVM Contadores Públicos is an Accounting company headquartered in Ciudad de México, Mexico. They offer Accounting and were launched in 2005.
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UndisclosedUndisclosed2 - 9Ciudad de México, Mexico
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Curley Montenegro is an Accounting company. They are located in Ciudad de México, Mexico and have small team. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Ciudad de México, Mexico
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Gabriela Castañeda Garcia is a small Accounting company in Ciudad de México, Mexico. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Roseville, CA
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In Roseville, California, Freddi Eberhart & Associates, Inc. CPAs is a small Accounting company. The team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Provo, UT
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Located in Provo, Utah, Oficina de Joel Guerrero Provo is a small Accounting company. Their services include Accounting and Web Design.
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UndisclosedUndisclosed2 - 9Lawton, OK
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Woods Accounting Services, P.C. Is an Accounting company. They were established in 2011 and specialize in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Roseville, CA
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Headquartered in Roseville, California, BODEN KLEIN & SNEESBY is an Accounting company. Founded in 2007, the team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Orem, UT
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Located in Orem, Utah, Utah CPA is a small Accounting company. The team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Heroica Puebla de Zaragoza, Mexico
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Headquartered in Heroica Puebla de Zaragoza, Mexico, asefi is a small Accounting company. Their services include Accounting and Web Development.
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UndisclosedUndisclosed2 - 9Dearborn, MI
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Founded in 2017, Pure Tax & Immigration Services LLC is an Accounting company. The company focuses on Accounting and Translation.
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UndisclosedUndisclosed2 - 9Dearborn, MI
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Asoufy Tax & Immigration Services is an Accounting company. The team is based in Dearborn, Michigan, and their services include Accounting.
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UndisclosedUndisclosed2 - 9Dearborn, MI
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In Dearborn, Michigan, Khan Tax Services is a small Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Dearborn, MI
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SERRA CPA, a small Accounting company, is in Dearborn, Michigan. Their services include Accounting.
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UndisclosedUndisclosed2 - 9AAM, Argentina
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Lugones, Longo & Asociados is an Accounting company. In AAM, Argentina, their small team specializes in Accounting. The company was launched in 2007.
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UndisclosedUndisclosed2 - 9Buenos Aires City, Argentina
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Estudio Contable Salandra. Is an Accounting company headquartered in Buenos Aires City, Argentina. The team specializes in Accounting.
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UndisclosedUndisclosed50 - 249AAN, Argentina
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Casin & Asociados SRL is an AAN, Argentina-based Accounting company. Founded in 2005, the team specializes in Accounting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed2 - 9Aldo Bonzi, Argentina
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Estudio Contable Lichardi is an Accounting company. They are based in Aldo Bonzi, Argentina and have small team. Their team offers Accounting.
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UndisclosedUndisclosed2 - 9Buenos Aires, Argentina
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Harteneck & Asociados is a small Buenos Aires, Argentina-based Accounting company. The team offers Accounting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed2 - 9ABN, Argentina
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Spa Group S.A., a small Accounting company, is based in ABN, Argentina. The team provides Accounting.
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UndisclosedUndisclosed2 - 9Buenos Aires City, Argentina
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Estudio Gatti & Asoc is an Accounting company. They are headquartered in Buenos Aires City, Argentina. Their team provides Accounting.
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UndisclosedUndisclosed10 - 49Buenos Aires City, Argentina
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ABACONTADORES is a small Accounting company located in Buenos Aires City, Argentina. Their services include Accounting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed10 - 49AAM, Argentina
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PKF Audisur is an Accounting company. Launched in 1986, the agency is based in AAM, Argentina. Their team focuses on Accounting.
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UndisclosedUndisclosed10 - 49ACN, Argentina
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Accounting company Moore Suarez & Menendez was founded in 1965. The agency offers Accounting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed50 - 249Buenos Aires City, Argentina
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San Martín, Suarez y Asociados is an Accounting company. The Buenos Aires City, Argentina-based firm focuses on Accounting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed10 - 49Buenos Aires, Argentina
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LA VISTA CASAL is an Accounting company. They are located in Buenos Aires, Argentina and have small team. Their team focuses on Accounting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed2 - 9Rowlett, TX
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Cantrell Pearson & Associates, PLLC is an Accounting company. The Rowlett, Texas-based team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Ciudad de México, Mexico
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Zandstra Martinez Accounting is a small Ciudad de México, Mexico-based Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Ciudad de México, Mexico
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Trust Advisory Consulting CLAC is an Accounting company. They focus on Accounting and Business Consulting and were launched in 2014.
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UndisclosedUndisclosed2 - 9Ciudad de México, Mexico
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MDM Contadores Publicos is an Accounting company. Their small team is located in Ciudad de México, Mexico. Their team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Ciudad de México, Mexico
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Arista Delgado, a small Accounting company, is located in Ciudad de México, Mexico. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Ciudad de México, Mexico
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Management Global Solutions is a small Ciudad de México, Mexico-based Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Ciudad de México, Mexico
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Sistemi e Personale, a small Accounting company, is headquartered in Ciudad de México, Mexico. The team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed50 - 249Shreveport, LA
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APS Payroll is an Accounting and HR Consulting company. The agency is in Shreveport, Louisiana. Their team focuses on Accounting and HR Consulting.
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UndisclosedUndisclosed2 - 9Ciudad de México, Mexico
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Distrito CP is an Accounting company. Founded in 2015, the team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Ciudad de México, Mexico
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ARA DESPACHO is a small Accounting company headquartered in Ciudad de México, Mexico. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Mexico City, Mexico
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Control Estratégico Empresarial, S. C., a small Accounting company, is based in Mexico City, Mexico. The team specializes in Accounting.
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UndisclosedUndisclosed250 - 999Tijuana, Mexico
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EFE Consulting Group is an Accounting company. Their midsize team is in Tijuana, Mexico. Their services include 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
36.7/40.017.2/20 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.