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 - 9Vidalia, GA
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Located in Vidalia, Georgia, Gilbert Jones & Associates is a small Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Vidalia, GA
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Archie Branch & Associates, LLC is a small Vidalia, Georgia-based Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Rio de Janeiro , Brazil
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F contabilidade is an Accounting company. They are located in Rio de Janeiro , Brazil and have small team. Their services include Accounting.
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UndisclosedUndisclosed250 - 999Rio de Janeiro Centro, Brazil
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Mazars Brasil is a midsize Accounting company in Rio de Janeiro Centro, Brazil. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Rio de Janeiro, Brazil
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Based in Rio de Janeiro, Brazil, R2 Assessoria Contabil is a small Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Rio de Janeiro, Brazil
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CA Nova Contábil Ltda is an Accounting company. Founded in 1975, the team provides Accounting.
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UndisclosedUndisclosed2 - 9Rio de Janeiro, Brazil
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Accounting company Quéops Contabilidade is in Rio de Janeiro, Brazil. They focus on Accounting and were established in 2015.
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UndisclosedUndisclosed2 - 9Centro, Rio de Janeiro, Brazil
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Beloni Contabilidade is an Accounting company launched in 2012. The company provides Accounting.
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UndisclosedUndisclosed2 - 9La Habra, CA
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Miller, Woodard and Associates, Inc. Is an Accounting company located in La Habra, California. The team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Rio de Janeiro, Brazil
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Prime & Llonk is an Accounting company. They are based in Rio de Janeiro, Brazil. Their team offers Accounting.
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UndisclosedUndisclosed50 - 249Rio de Janeiro, Brazil
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LAFS Contabilidade, a midsize Accounting company, is based in Rio de Janeiro, Brazil. The team specializes in Accounting.
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UndisclosedUndisclosed50 - 249Rio de Janeiro, Brazil
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CF Contabilidade is a midsize Accounting company headquartered in Rio de Janeiro, Brazil. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Rio de Janeiro, Brazil
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Headquartered in Rio de Janeiro, Brazil, HumaitaX - Contadores Empresariais is a small Accounting company. The team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Rio de Janeiro, Brazil
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Small Accounting company Carvalho Contadores, is headquartered in Rio de Janeiro, Brazil. The team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Santo Domingo, Dominican Republic
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Stratum SRL is a small Santo Domingo, Dominican Republic-based Accounting company. The team offers Accounting.
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UndisclosedUndisclosed2 - 9Rio de Janeiro, Brazil
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In Rio de Janeiro, Brazil, Senna e Castro Contabilidade is an Accounting company. They provide Accounting.
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UndisclosedUndisclosed2 - 9Santo Domingo, Dominican Republic
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JBS Auditores & Consultores, an Accounting company, was established in 1957. The team provides Accounting and Business Consulting and is in Santo Domingo, Dominican Republic.
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UndisclosedUndisclosed2 - 9Santo Domingo, Dominican Republic
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ZAV Consulting Group is an Accounting company. In Santo Domingo, Dominican Republic, their small team specializes in Accounting. The firm was founded in 1992.
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UndisclosedUndisclosed10 - 49Rio de Janeiro, Brazil
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Contábil Rio, an Accounting company, was launched in 1955. The team offers Accounting and is located in Rio de Janeiro, Brazil.
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UndisclosedUndisclosed2 - 9Santo Domingo, Dominican Republic
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Madera Soriano Consultores, an Accounting company, was launched in 1974. Headquartered in Santo Domingo, Dominican Republic, the team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Santo Domingo, Dominican Republic
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Mgi Dominicana, an Accounting company, offers Accounting. The agency is in Santo Domingo, Dominican Republic.
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UndisclosedUndisclosed2 - 9Santo Domingo, Dominican Republic
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Founded in 1993, Caminero, Carvajal & Asociados, S.R.L. Is an Accounting company. The team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Santo Domingo, Dominican Republic
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Rodriguez Franco & Asociados is an Accounting company. Their team is based in Santo Domingo, Dominican Republic and specializes in Accounting.
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UndisclosedUndisclosed10 - 49Santo Domingo, Dominican Republic
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Veloz Gonzalez & Asociados, a small Accounting company, is in Santo Domingo, Dominican Republic. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Rio de Janeiro, Brazil
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OCAM is a small Accounting company in Rio de Janeiro, Brazil. The team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Santo Domingo, Dominican Republic
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Quantia CPAs is a small Santo Domingo, Dominican Republic-based Accounting company. The team offers Accounting.
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UndisclosedUndisclosed10 - 49Santo Domingo, Dominican Republic
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Based in Santo Domingo, Dominican Republic, Popoteur Luperón & Asociados, S.R.L. Is a small Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Rio de Janeiro, Brazil
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R&V Consultoria Contabil Escritorio de Contabilidade is an Accounting company. Their small team is based in Rio de Janeiro, Brazil. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Santo Domingo, Dominican Republic
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Felix Miguel Lantigua & Asocs. Contadores, Asesores, a small Accounting company, is headquartered in Santo Domingo, Dominican Republic. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Santo Domingo, Dominican Republic
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Consulctab Martínez Contadores & Asoc, a small Accounting company, is in Santo Domingo, Dominican Republic. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Santo Domingo Este, Dominican Republic
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Small Accounting company NICA & Asociados, is located in Santo Domingo Este, Dominican Republic. The team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Santo Domingo, Dominican Republic
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GOR Business Solutions is an Accounting company. Their small team is located in Santo Domingo, Dominican Republic. Their team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Rio de Janeiro, Brazil
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Condux Consultoria is a small Rio de Janeiro, Brazil-based Accounting company. The team specializes in Accounting.
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UndisclosedUndisclosed10 - 49Santo Domingo, Dominican Republic
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Sertec is a small Santo Domingo, Dominican Republic-based Accounting company. The team offers Accounting.
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UndisclosedUndisclosed2 - 9Santo Domingo, Dominican Republic
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Daniel Nivar & Asociados, a small Accounting company, is located in Santo Domingo, Dominican Republic. The team offers Accounting.
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UndisclosedUndisclosed2 - 9Santo Domingo, Dominican Republic
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Impegna Financial Consulting is an Accounting company. Their small team is in Santo Domingo, Dominican Republic. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Santo Domingo, Dominican Republic
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Adviser Company Checo & Frías SRL, an Accounting company, was established in 2012. The agency provides Accounting.
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UndisclosedUndisclosed2 - 9Santo Domingo, Dominican Republic
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In Santo Domingo, Dominican Republic, RV RODRIGUEZ VICTORIANO SRL is a small Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Vidalia, GA
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Founded in 1983, Ingley, Moore, Paradice & Co. LLC is a small Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Deerfield Beach, FL
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KTorres Services, an Accounting company, was founded in 2015. The team provides Accounting and Litigation Support Services and is located in Deerfield Beach, Florida.
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UndisclosedUndisclosed2 - 9Villa Rica, GA
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Carl R. Peabody CPA, LLC is a small Accounting company in Villa Rica, Georgia. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9La Habra, CA
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Accounting company Sawyer Tax Reduction Strategists offers Accounting and Business Consulting. They were launched in 2019.
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UndisclosedUndisclosed2 - 9Rio de Janeiro, Brazil
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Based in Rio de Janeiro, Brazil, AC Contabilidade Empresarial is a small Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Rio de Janeiro, Brazil
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Accounting company LM Gestão Corporativa Moderna is located in Rio de Janeiro, Brazil. They focus on Accounting.
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UndisclosedUndisclosed2 - 9Rio de Janeiro, Brazil
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Accounting company Contatup Contabilidade Digital offers Accounting. They are based in Rio de Janeiro, Brazil.
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UndisclosedUndisclosed2 - 9Villa Rica, GA
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RWB Tax Service, an Accounting company, was launched in 2006. Headquartered in Villa Rica, Georgia, the team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9
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Das-Brooks Bookkeeping is a small Warner Robins, Georgia-based Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Macon, GA
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Headquartered in Macon, Georgia, Steven C. Brewer, CPA, LLC is an Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Dawsonville, GA
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Accounting company McKenzie & Company, LLC was launched in 2015. The team offers Accounting and Business Consulting.
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UndisclosedUndisclosed50 - 249Ciudad López Mateos, Mexico
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HR Outsourcing company Grupo NACH was launched in 2009. Located in Ciudad López Mateos, Mexico, the team focuses on HR Outsourcing and 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.