Top Financial Services Firms
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$50,000+$200 - $300 / hr10 - 49Bee Cave, TXServices provided
See all 6 projectsCSTMR is a prominent digital marketing agency specializing in fintech and financial services, offering services such as digital marketing strategies, brand optimization, SEO, content marketing, and website development. The reviews reflect overwhelmingly positive feedback, with approximately 90% emphasizing CSTMR's exceptional project management, timely delivery, and effective communication. Clients consistently highlight CSTMR's domain expertise, innovative approach, and partnership-oriented culture, with over half noting their adaptability and customer-centric focus. Overall, CSTMR is highly recommended for their ability to drive growth and enhance brand presence.
$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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UndisclosedUndisclosed50 - 249Philadelphia, PA
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Drucker & Scaccetti is an Accounting company launched in 1990. The firm provides Accounting, and is midsize.
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UndisclosedUndisclosed10 - 49Philadelphia, PA
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Heffler Radetich & Saitta LLP is an Accounting company founded in 1941. The team offers Accounting.
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UndisclosedUndisclosed2 - 9Macon, GA
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ASAP Staffing is a Staffing company. Established in 2016, the firm is located in Macon, Georgia. Their team focuses on Staffing and Accounting.
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UndisclosedUndisclosed2 - 9Bogotá, Colombia
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B&P Asesores is a small Bogotá, Colombia-based Accounting company. The team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Pittsburgh, PA
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Bronder & Company, P.C. Is an Accounting company. They are in Pittsburgh, Pennsylvania, and their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Pittsburgh, PA
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Dennis Piper & Associates, P.C. Is an Accounting company. The team is located in Pittsburgh, Pennsylvania, and their services include Accounting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed10 - 49Pittsburgh, PA
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Connolly Steele & Company, P.C. Is an Accounting company. The Pittsburgh, Pennsylvania-based team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Agoura Hills, CA
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Launched in 1981, AGOURA - LAS VIRGENES TAX SERVICE is a small Accounting company headquartered in Agoura Hills, California. Their team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Pittsburgh, PA
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Hileman and Associates, P.C. Is a small Accounting company established in 1983. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Westlake Village, CA
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Paul B. Shane, CPA is an Accounting company. Their small team is located in Westlake Village, California and specializes in Accounting. The company was launched in 2008.
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UndisclosedUndisclosed10 - 49Pittsburgh, PA
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Exler & Company, Inc. Is an Accounting company in Pittsburgh, Pennsylvania. They provide Accounting and were established in 1961.
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UndisclosedUndisclosed10 - 49Miami, FL
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Calas Group is an Accounting company. They are in Miami, Florida and have small team. Their team offers Accounting.
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UndisclosedUndisclosed2 - 9Agoura Hills, CA
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Howard D. Fox CPA is an Accounting company. They are located in Agoura Hills, California and have small team. They specialize in Accounting.
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UndisclosedUndisclosed2 - 9Saginaw, MI
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Small Accounting and Business Consulting company Roberts Boehler & Fisher CPAs, is located in Saginaw, Michigan. The team offers Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Pittsburgh, PA
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Listwak, Finke & Associates, an Accounting company, was launched in 1989. The small team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Tecumseh, MI
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Abbott Accounting is an Accounting and Business Consulting company. Their small team is based in Tecumseh, Michigan and focuses on Accounting and Business Consulting. The firm was founded in 1991.
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UndisclosedUndisclosed2 - 9Duncanville, TX
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Be's Professional Services, llc is an Accounting company. Their small team is located in Duncanville, Texas and specializes in Accounting. The firm was founded in 2010.
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UndisclosedUndisclosed2 - 9Agoura Hills, CA
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Carr Tax, Inc. Is an Accounting company. In Agoura Hills, California, the firm offers Accounting.
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UndisclosedUndisclosed2 - 9Pittsburgh, PA
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Donn T. Seger, CPA, an Accounting company, is headquartered in Pittsburgh, Pennsylvania. They specialize in Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Marshall, TX
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A&G, LLP is an Accounting company. They provide Accounting and Business Consulting and are located in Marshall, Texas.
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UndisclosedUndisclosed2 - 9Westlake Village, CA
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Barry Gilbert, CPA, EA Certified Public Accountant, Enrolled Agent is an Accounting and Business Consulting company founded in 2006. The small team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Agoura Hills, CA
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Wallace & Wallace Accountancy Corporation is an Agoura Hills, California-based Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Pittsburgh, PA
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Crawford Ellenbogen LLC is an Accounting company founded in 1941. The company specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Tecumseh, MI
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Masters Accounting & Masters Tax is a small Tecumseh, Michigan-based Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Macon, GA
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Layson Advisory Group is an Accounting company established in 1981. The small team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Upper Saint Clair, PA
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Deverson, Tanack & Willison, CPA's is an Accounting company. Their small team is in Upper Saint Clair, Pennsylvania. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Agoura Hills, CA
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BCA Solutions CPA’s, Inc. Is an Accounting company based in Agoura Hills, California. They specialize in Accounting and Business Consulting and were established in 2001.
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UndisclosedUndisclosed2 - 9Pittsburgh, PA
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KTG CPA LLC is an Accounting company. They are in Pittsburgh, Pennsylvania and have small team of experts. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Wilmington, NC
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Founded in 2003, Quality Bookkeeping Services Inc is an Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Pittsburgh, PA
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Located in Pittsburgh, Pennsylvania, Michalik & Daniels, Inc. Is a small Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Shelby, NC
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Integrity Bookkeeping Services is an Accounting company. Their small team is located in Shelby, North Carolina. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Mooresville, NC
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K.A.C. Bookkeeping Services, Inc., an Accounting company, focus on Accounting and Business Consulting. They were founded in 2003.
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UndisclosedUndisclosed2 - 9Pittsburgh, PA
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Luchini & Company, P.C. Is a Pittsburgh, Pennsylvania-based Accounting company. Founded in 1990, the team offers Accounting.
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UndisclosedUndisclosed2 - 9Concord, NC
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Small Accounting company Allison Bookkeeping & Tax Services, is headquartered in Concord, North Carolina. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Raleigh, NC
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Van Orden Bookkeeping Services Inc is an Accounting and Translation company. The team is located in Raleigh, North Carolina, and their services include Accounting and Translation.
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UndisclosedUndisclosed2 - 9Pittsburgh, PA
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William P. Egan, CPA, PC is an Accounting company. Established in 2002, the team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Cary, NC
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NetWorth Payroll Services is an Accounting company. They were launched in 2010, and their services include Accounting.
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UndisclosedUndisclosed10 - 49Pittsburgh, PA
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Headquartered in Pittsburgh, Pennsylvania, Tyler Collier Associates LLC is a small Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Raleigh, NC
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Accounting company Roper Bookkeeping - Raleigh North Carolina is in Raleigh, North Carolina. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Raleigh, NC
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Cox Accounting & Financial Services, Inc., a small Accounting company, is headquartered in Raleigh, North Carolina. The team offers Accounting and Business Consulting.
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UndisclosedUndisclosed50 - 249Pittsburgh, PA
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Bookminders is a midsize Accounting and Finance & Accounting Outsourcing (FAO) company founded in 1992. Their services include Accounting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed10 - 49Pittsburgh, PA
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McCall Scanlon & Tice, LLC is an Accounting company. Headquartered in Pittsburgh, Pennsylvania, the agency was launched in 2008. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Northville, MI
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Steven Bonventre CPA, PLLC is a small Northville, Michigan-based Accounting and Business Consulting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Big Rapids, MI
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Small Accounting company Lake Michigan, is based in Big Rapids, Michigan. The team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Miami, FL
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Founded in 1984, Jack Levine PA CPA is an Accounting company. Located in Miami, Florida, the team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Greenville, MI
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Small Accounting company JES, is headquartered in Greenville, Michigan. The team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Coral Gables, FL
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A&G Accounting and Financial Services is an Accounting company. Founded in 2012, the company provides Accounting.
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UndisclosedUndisclosed2 - 9Ludington, MI
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Lake Michigan CPA Services, PLC is an Accounting company. Their small team is in Ludington, Michigan. Their team provides Accounting.
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UndisclosedUndisclosed10 - 49Pittsburgh, PA
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Creese Smith & Co, LLC is an Accounting company. The Pittsburgh, Pennsylvania-based firm specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Jackson, MI
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Accounting company Diamond Accounting and Income Tax Inc. Was founded in 1958. The team provides Accounting and is headquartered in Jackson, Michigan.
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List of the Top 15 Financial Services Companies
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$1,000+< $25 / hr250 - 999Coimbatore, India
Ability to deliver
38.2/40.018.6/20 Reviews10/10 Clients & Experience9.6/10 Market PresenceService focus
25% Accounting75% Other -
Undisclosed$100 - $149 / hr50 - 249Walnut, CA
Ability to deliver
38.2/40.018.2/20 Reviews10/10 Clients & Experience10/10 Market PresenceService focus
30% Accounting70% Other -
UndisclosedUndisclosed10 - 49San Francisco, CA
Ability to deliver
38.1/40.019.4/20 Reviews8.9/10 Clients & Experience9.8/10 Market PresenceService focus
10% Financial Advising & Planning90% Other -
Undisclosed$200 - $300 / hr10 - 49New York, NY
Ability to deliver
37.1/40.017.6/20 Reviews10/10 Clients & Experience9.5/10 Market PresenceService focus
85% Accounting15% Other -
$5,000+$200 - $300 / hr10 - 49Allentown, PA
Ability to deliver
36.8/40.017.2/20 Reviews10/10 Clients & Experience9.6/10 Market PresenceService focus
20% Accounting80% 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 -
$10,000+$50 - $99 / hr1,000 - 9,999Istanbul, Türkiye
Ability to deliver
36.1/40.016.8/20 Reviews9.3/10 Clients & Experience10/10 Market PresenceService focus
10% Accounting90% Other -
$1,000+< $25 / hr250 - 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+< $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+$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
34.3/40.017/20 Reviews8/10 Clients & Experience9.3/10 Market PresenceService focus
50% Accounting50% 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 -
$1,000+$50 - $99 / hr10 - 49
Ability to deliver
33.5/40.016.6/20 Reviews7.6/10 Clients & Experience9.2/10 Market PresenceService focus
10% Accounting90% Other -
UndisclosedUndisclosed10 - 49Londonderry, NH
Ability to deliver
33.3/40.019.2/20 Reviews6.9/10 Clients & Experience7.2/10 Market PresenceService focus
80% Accounting20% 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 -
UndisclosedUndisclosed250 - 999Indianapolis, IN
Ability to deliver
33.1/40.019/20 Reviews8.8/10 Clients & Experience5.3/10 Market PresenceService focus
10% Accounting90% Other -
UndisclosedUndisclosed10 - 49Dubai, United Arab Emirates
Ability to deliver
32.9/40.017.8/20 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
32.9/40.017.2/20 Reviews8.9/10 Clients & Experience6.8/10 Market PresenceService focus
60% Accounting40% Other -
UndisclosedUndisclosed50 - 249San Francisco, CA
Ability to deliver
32.8/40.016.8/20 Reviews9/10 Clients & Experience6.9/10 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 -
$1,000+$25 - $49 / hr50 - 249Dubai, United Arab Emirates
Ability to deliver
32.5/40.018.8/20 Reviews6.6/10 Clients & Experience7.1/10 Market PresenceService focus
60% Accounting40% Other -
$5,000+$100 - $149 / hr10 - 49
Ability to deliver
32.3/40.017.4/20 Reviews5.9/10 Clients & Experience9/10 Market PresenceService focus
50% Accounting50% 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+< $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 - 249Noida, India
Ability to deliver
32/40.016.4/20 Reviews8.3/10 Clients & Experience7.3/10 Market PresenceService focus
80% Accounting20% Other -
UndisclosedUndisclosed50 - 249New York, NY
Ability to deliver
31.9/40.017.4/20 Reviews8.3/10 Clients & Experience6.1/10 Market PresenceService focus
34% Accounting66% 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.