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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UndisclosedUndisclosed2 - 9Troy, MI
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Unlimited Accounting & Tax Services is an Accounting company. They are headquartered in Troy, Michigan and have small team. Their team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Miami Lakes, FL
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Established in 1948, Canner, Brody & Yan is an Accounting company. The small team provides Accounting.
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UndisclosedUndisclosed10 - 49Pittsburgh, PA
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Hosack, Specht, Muetzel & Wood LLP is an Accounting company. They are in Pittsburgh, Pennsylvania and have small team. They provide Accounting.
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UndisclosedUndisclosed2 - 9St. Petersburg, FL
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In St. Petersburg, Florida, Esla & Co is an Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Pittsburgh, PA
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Epstein Tabor & Schorr is an Accounting company. They are located in Pittsburgh, Pennsylvania and have small team. Their team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9St. Petersburg, FL
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Located in St. Petersburg, Florida, Guarino & Associates, CPA's PA is a small Accounting company. The team specializes in Accounting.
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UndisclosedUndisclosed2 - 9St. Petersburg, FL
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Wells, Houser & Schatzel, P.A. Is an Accounting company. In St. Petersburg, Florida, the team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Orion charter Township, MI
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Launched in 1999, Abacus Accounting is an Accounting company. In Orion charter Township, Michigan, the team offers Accounting.
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UndisclosedUndisclosed2 - 9Pittsburgh, PA
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Bruce T. Hall, CPA is an Accounting company. Their small team is headquartered in Pittsburgh, Pennsylvania. Their team focuses on Accounting.
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UndisclosedUndisclosedFreelancerSt. Petersburg, FL
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Ron Howell is an Accounting company. They were launched in 1982, and their services include Accounting.
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UndisclosedUndisclosedFreelancerSt. Petersburg, FL
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Established in 1986, Hunter Tax & Accounting Inc is an Accounting company. The small team offers Accounting.
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UndisclosedUndisclosed2 - 9Pittsburgh, PA
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DiPardo Eremic & Co. P.C. Is an Accounting company. They are headquartered in Pittsburgh, Pennsylvania and have small team of experts. Their services include Accounting.
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UndisclosedUndisclosedFreelancerSt. Petersburg, FL
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Based in St. Petersburg, Florida, Russell E. Ansley, P.A. Is an Accounting company. Founded in 2004, the team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9St. Petersburg, FL
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Based in St. Petersburg, Florida, National Income Tax & Accounting Inc is an Accounting company. They provide Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9St. Petersburg, FL
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Melby & Associates, P.A., CPA's is an Accounting company. They are based in St. Petersburg, Florida and have small team. Their team provides Accounting.
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UndisclosedUndisclosed2 - 9Pittsburgh, PA
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Jack Landis & Company is an Accounting company established in 1945. The team provides Accounting and is headquartered in Pittsburgh, Pennsylvania.
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UndisclosedUndisclosed2 - 9Tampa, FL
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Small Accounting company Metzler Advisory, is headquartered in Tampa, Florida. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosedFreelancerSt. Petersburg, FL
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Launched in 1991, Frances A McCarthy CPA PA is an Accounting company. The agency focuses on Accounting.
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UndisclosedUndisclosed2 - 9Miami, FL
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C&M CPA is an Accounting company. The team focuses on Accounting and is based in Miami, Florida.
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UndisclosedUndisclosed2 - 9Pittsburgh, PA
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Kathy L. Hess & Associates is an Accounting company. They provide Accounting and Business Consulting and are based in Pittsburgh, Pennsylvania.
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UndisclosedUndisclosed2 - 9Pittsburgh, PA
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Established in 1995, Christopher M. Cuddy, CPA, PC. Is an Accounting company. The company focuses on Accounting, and is small.
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UndisclosedUndisclosed2 - 9San Diego, CA
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Steven Wendroff, CPA is an Accounting company. Their small team is located in San Diego, California. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Plovdiv, Bulgaria
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MICROFINANCE Accounting House, an Accounting company, offers Accounting. The firm is located in Plovdiv, Bulgaria.
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UndisclosedUndisclosed10 - 49Plovdiv, Bulgaria
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Accounting Services Plovdiv rates. Accountant is a Plovdiv, Bulgaria-based Accounting company. Launched in 2007, the team offers Accounting.
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UndisclosedUndisclosed50 - 249Pittsburgh, PA
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Donnelly-Boland and Associates, an Accounting company, was founded in 1992. The agency specializes in Accounting and Finance & Accounting Outsourcing (FAO), and is midsize.
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UndisclosedUndisclosed2 - 9Mercedes, Costa Rica
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In Mercedes, Costa Rica, Carazo Consultores is a small Accounting company. The team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Miami, FL
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Harriett Fox, C.P.A, an Accounting company, was launched in 2007. The small team provides Accounting.
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UndisclosedUndisclosed2 - 9Miami, FL
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Cummings Grayson & Co. Is a Miami, Florida-based Accounting company. They specialize in Accounting.
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UndisclosedUndisclosed2 - 9Plovdiv, Bulgaria
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BULSIM CONSULT EOOD is an Accounting company. The agency is in Plovdiv, Bulgaria. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9
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SIIC Asesores Contables, an Accounting company, was launched in 2014. In Bogota , Colombia, the team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Philadelphia, PA
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Accounting and Business Consultants, LLC is an Accounting company founded in 1997. The firm focuses on Accounting.
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UndisclosedUndisclosed2 - 9Plovdiv, Bulgaria
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Business Consulting company PLUTON - 1 is based in Plovdiv, Bulgaria. Their services include Business Consulting and Accounting.
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UndisclosedUndisclosed2 - 9Westlake Village, CA
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Accounting company Kernochan & Associates, Inc. Offers Accounting and Business Consulting. They were launched in 2005.
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UndisclosedUndisclosed10 - 49Philadelphia, PA
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USA Tax Service is an Accounting company. Located in Philadelphia, Pennsylvania, the agency was established in 2018. Their team provides Accounting.
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UndisclosedUndisclosed2 - 9Philadelphia, PA
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Small Accounting company John S Galati Accountant, is in Philadelphia, Pennsylvania. The team offers Accounting.
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UndisclosedUndisclosed2 - 9Philadelphia, PA
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Spina & Company, LLC is a small Philadelphia, Pennsylvania-based Accounting company. The team offers Accounting.
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UndisclosedUndisclosed2 - 9Philadelphia, PA
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Dale S. Goldberg, CPA is an Accounting company. Their team is headquartered in Philadelphia, Pennsylvania and specializes in Accounting.
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UndisclosedUndisclosed2 - 9Miami, FL
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Founded in 2006, Travieso & Alvarez Tax & Financial Services is an Accounting company. The firm focuses on Accounting, and is small.
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UndisclosedUndisclosed2 - 9Philadelphia, PA
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Mazzola & Company is an Accounting company. Established in 2017, the company is in Philadelphia, Pennsylvania. Their services include Accounting.
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UndisclosedUndisclosedFreelancerEvesham, NJ
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In Evesham, New Jersey and Philadelphia, Pennsylvania, Kerr & Company, PC is a small Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Sopot, Bulgaria
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Kompleks Fe is an Accounting company founded in 1996. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Agoura Hills, CA
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Based in Agoura Hills, California, Wolf & Associates, APAC is an Accounting company. The team provides Accounting.
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UndisclosedUndisclosed2 - 9Miami, FL
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Aponte Paez Accountant, a small Accounting company, is based in Miami, Florida. Their services include Accounting.
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UndisclosedUndisclosedFreelancerAgoura Hills, CA
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Accounting company Jack B. Murad, CPA, MBT Financial Services was established in 1990. The team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Facatativá, Colombia
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La Firma Asesores Contables is an Accounting company. Their team is headquartered in Facatativá, Colombia and provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Bala Cynwyd, PA
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Located in Bala Cynwyd, Pennsylvania, Cassidy Associates is a small Accounting company. The team provides Accounting.
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UndisclosedUndisclosed2 - 9Bogotá, Colombia
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Consulting Intellectum C.I.O S.A.S is an Accounting company launched in 2012. The small team focuses on Accounting and Back Office Outsourcing.
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UndisclosedUndisclosed2 - 9Philadelphia, PA
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Cavanaughs Tax Service is an Accounting company. They are headquartered in Philadelphia, Pennsylvania and have small team. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Philadelphia, PA
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Based in Philadelphia, Pennsylvania, McCoy Advising is a small Accounting company. The team offers Accounting.
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UndisclosedUndisclosed2 - 9Philadelphia, PA
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JBB & Associates, LLC is an Accounting company. Headquartered in Philadelphia, Pennsylvania, the agency was established in 2012. Their services include Accounting.
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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.