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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UndisclosedUndisclosedFreelancer
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Small Accounting company The Mobile Accountant, is located in. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Macomb, MI
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In Macomb, Michigan, CPA Nerds is an Accounting and Business Consulting company. Launched in 1992, the team offers Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Melbourne, FL
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United States Bookkeeping Company is a small Accounting company headquartered in Melbourne, Florida. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Melbourne, FL
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Income Tax & More is a small Accounting company located in Melbourne, Florida. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Southfield, MI
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CWP & Associates, P. C., an Accounting and Business Consulting company, was established in 1993. They offers Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Detroit, MI
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P&P CPA US is a Detroit, Michigan-based Accounting and Business Consulting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Farmington Hills, MI
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Kallas Company is an Accounting and Business Consulting company. They are in Farmington Hills, Michigan and have small team. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Troy, MI
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Groen, Kluka & Company, PC is a small Accounting and Business Consulting company based in Troy, Michigan. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Troy, MI
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Horizon Advisers is a Troy, Michigan-based Accounting company. They focus on Accounting and Business Consulting and were established in 2012.
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UndisclosedUndisclosedFreelancerLivonia, MI
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Robert Stout Agency Logo is an Accounting and Business Consulting company. Their small team is headquartered in Livonia, Michigan. Their team offers Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Boston, MA
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Alignable is an Accounting and Business Consulting company. Their team is based in Boston, Massachusetts. The firm specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9
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Stringfellow Accounting and Financial Services, LLC is a small Southfield, Michigan-based Accounting and Business Consulting company. The team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Allen Park, MI
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Surma & Company is a small Accounting and Business Consulting company based in Allen Park, Michigan. The team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Simi Valley, CA
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In Simi Valley, California, Jeri Miller EA is a small Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Sterling Heights, MI
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Small Accounting and Business Consulting company Bulldog Consulting LLC, is headquartered in Sterling Heights, Michigan. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9San Francisco, CA
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Vezeris & Ehrlich, Inc. Is an Accounting company. Located in San Francisco, California, the agency was launched in 2014. Their team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Sioux Falls, SD
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LocalBest.com, a small Accounting and Business Consulting company, is in Sioux Falls, South Dakota. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Simi Valley, CA
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In Simi Valley, California, Simi Valley Chamber of Commerce is a small Accounting and Business Consulting company. The team offers Accounting and Business Consulting.
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UndisclosedUndisclosedFreelancerCallaway, MN
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Based in Callaway, Minnesota, Centsible Accounting Services is an Accounting company. They focus on Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Detroit, MI
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National Association of Black Accountants is an Accounting and Business Consulting company located in Detroit, Michigan. They provide Accounting and Business Consulting and were launched in 1969.
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UndisclosedUndisclosed10 - 49Los Angeles, CA
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Grobstein Teeple LLP is a Los Angeles, California-based Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Allen Park, MI
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Michigan Business & Personal Tax Center is an Accounting and Business Consulting company. The agency is located in Allen Park, Michigan. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Los Angeles, CA
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Blankstein & Company is an Accounting company. Launched in 1983, the company offers Accounting.
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UndisclosedUndisclosed2 - 9San Francisco, CA
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Founded in 2006, Cortes Tax Service is an Accounting company. The company focuses on Accounting, and is small.
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UndisclosedUndisclosed2 - 9Los Angeles, CA
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Mizz Bizz Management is an Accounting company based in Los Angeles, California. They specialize in Accounting.
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UndisclosedUndisclosed10 - 49Los Angeles, CA
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Berliner and Company Certified Public Accountants is an Accounting company. The Los Angeles, California-based team provides Accounting.
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UndisclosedUndisclosed2 - 9Los Angeles, CA
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Launched in 1986, DAVID B. NEWMAN, C.P.A., INC., a small Accounting company, is headquartered in Los Angeles, California. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Nice, France
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BACC Expert Comptable Nice Menton Mandelieu Vallées is an Accounting company. Headquartered in Nice, France, their small team provides Accounting. The firm was established in 1998.
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UndisclosedUndisclosed2 - 9Seattle, WA
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Four Cedars Accounting Group LLC is an Accounting company established in 2010. The team specializes in Accounting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed2 - 9San Francisco, CA
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Founded in 1987, Alan Steger Tax Service, a small Accounting company, is located in San Francisco, California. Their team provides Accounting.
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UndisclosedUndisclosed2 - 9Los Angeles, CA
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WongHolland, LLP, an Accounting company, was founded in 2010. They focuses on Accounting and Business Consulting.
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UndisclosedUndisclosedFreelancerSan Francisco, CA
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Launched in 2002, Lindi Business Services, a small Accounting company, is headquartered in San Francisco, California. Their team provides Accounting.
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UndisclosedUndisclosed2 - 9Lynnwood, WA
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Profit Sauce Tax and Accounting Services is a small Lynnwood, Washington-based Accounting company. Their services include Accounting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed2 - 9Lynchburg, VA
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Based in Lynchburg, Virginia, Tax Resolution Accounting is an Accounting company. The team offers Accounting.
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UndisclosedUndisclosed2 - 9Los Angeles, CA
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Larry Negrin, CPA, an Accounting company, specialize in Accounting. They were launched in 1988.
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UndisclosedUndisclosed2 - 9Oak Park, CA
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The Goldhill Group, an Accounting and Business Consulting company, was established in 2000. Located in Oak Park, California, the team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Seattle, WA
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AMP Services, a small Accounting company, is in Seattle, Washington. The team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Simi Valley, CA
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Focus Agency, an Accounting and Business Consulting company, was established in 1984. The company focuses on Accounting and Business Consulting, and is small.
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UndisclosedUndisclosed10 - 49Nice, France
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Founded in 1987, Espace Conseil Expertise is an Accounting company. The team focuses on Accounting and is located in Nice, France.
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UndisclosedUndisclosed2 - 9Simi Valley, CA
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Brandon Sua & Associates, a small Accounting company, is based in Simi Valley, California. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Lynchburg, VA
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Finteam Business Consulting, an Accounting company, is based in Lynchburg, Virginia. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Syracuse, NY
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Arnold J Hodes & Company Cpas PLLC, a small Accounting company, is located in Syracuse, New York. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Los Angeles, CA
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Evexia Counseling & Consulting is an Accounting company. They are in Los Angeles, California and have small team. They offer Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Los Angeles, CA
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Berkson Asset Management is an Accounting company founded in 1995. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Los Angeles, CA
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Takata & Marzalek Inc is an Accounting company headquartered in Los Angeles, California. They focus on Accounting.
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UndisclosedUndisclosedFreelancerSan Francisco, CA
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Small Accounting company Jolicoeur & Associates, is located in San Francisco, California. The team offers Accounting.
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UndisclosedUndisclosed10 - 49Westlake Village, CA
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Perry Hay, LLP is an Accounting company. Their small team of employees is based in Westlake Village, California. Their team specializes in Accounting.
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UndisclosedUndisclosed2 - 9San Francisco, CA
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Ma CPA Inc. Is a small Accounting company located in San Francisco, California. Their services include Accounting.
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UndisclosedUndisclosed2 - 9San Francisco, CA
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Records In Order, an Accounting company, offer Accounting. They were founded in 2006.
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UndisclosedUndisclosed2 - 9Los Angeles, CA
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TBK Tax & Financial Services, Inc., an Accounting company, is located in Los Angeles, California. Established in 2009, the team provides 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 -
UndisclosedUndisclosed50 - 249Syracuse, NY
Ability to deliver
34.2/40.017.8/20 Reviews8.7/10 Clients & Experience7.7/10 Market PresenceService focus
40% Accounting60% 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 - 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.