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 - 9Los Angeles, CA
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ProActive Advisors, Inc. Is an Accounting company. They are headquartered in Los Angeles, California and have small team. Their team provides Accounting.
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UndisclosedUndisclosed2 - 9Los Angeles, CA
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Sternshein CPA is a small Los Angeles, California-based Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Los Angeles, CA
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DTLA CPA is an Accounting company. The Los Angeles, California-based agency was established in 2017. Their team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Beverly Hills, CA
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Cory Franklin & Associates, Inc. Is an Accounting company. They were launched in 2009 and provide Accounting.
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UndisclosedUndisclosed2 - 9Houston, TX
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JAG Argueta, an Accounting company, was established in 2017. The team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Bloomfield Hills, MI
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MI Tax CPA is an Accounting and Business Consulting company. They are based in Bloomfield Hills, Michigan and have small team. Their team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Houghton, MI
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Superior Tax & Accounting Services, LLC is an Accounting company. They are headquartered in Houghton, Michigan and have small team. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Houston, TX
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AKIF CPA is an Accounting company. Headquartered in Houston, Texas, the team offers Accounting.
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UndisclosedUndisclosed2 - 9Plovdiv, Bulgaria
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Global Consult - Bulgaria is an Accounting company founded in 2009. The company focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Bogotá, Colombia
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LES Asesores Contables is an Accounting company. The Bogotá, Colombia-based company focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Macon, GA
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Howard, Moore & McDuffie is an Accounting company. In Macon, Georgia, the company was founded in 1982. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Plovdiv, Bulgaria
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AI Bankova OOD - accounting services is an Accounting company. Their team is headquartered in Plovdiv, Bulgaria and focuses on Accounting.
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UndisclosedUndisclosed2 - 9Houston, TX
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Small Accounting company Sabo Accounting & Tax Services, P.C., is based in Houston, Texas. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Bogotá, Colombia
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R&L Auditores is a small Bogotá, Colombia-based Accounting company. The team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Miami, FL
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Sanson Kline Jacomino Tandoc & Gamarra LLP, an Accounting company, was founded in 1978. They focuses on Accounting.
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UndisclosedUndisclosed2 - 9Bogotá, Colombia
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Audemco, an Accounting company, was launched in 2008. The company offers Accounting and Business Consulting, and is small.
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UndisclosedUndisclosed2 - 9Miami, FL
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TaxApro Accounting is an Accounting company. Their small team is based in Miami, Florida. Their team offers Accounting.
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UndisclosedUndisclosed2 - 9Bogotá, Colombia
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Founded in 2014, O&C Consulting is a small Business Consulting company in Bogotá, Colombia. Their team provides Business Consulting and Accounting.
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UndisclosedUndisclosed250 - 999Miami, FL
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Berkowitz Pollack Brant Advisors + CPAs, an Accounting company, was established in 1980. The team provides Accounting and is in Miami, Florida.
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UndisclosedUndisclosed2 - 9Macon, GA
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Accounting company Kristy Jones, C.P.A. Is located in Macon, Georgia. Founded in 2006, the team provides Accounting.
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UndisclosedUndisclosed2 - 9Macon, GA
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Established in 1985, Clark and Associates is an Accounting company. The team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Sofia, Bulgaria
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Accounting company Firma BG is located in Sofia, Bulgaria. They focus on Accounting and Business Consulting and were established in 2015.
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UndisclosedUndisclosed2 - 9Agoura Hills, CA
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LNG and Associates, Inc. Is an Accounting company. The Agoura Hills, California-based firm was established in 2006. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Agoura Hills, CA
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Gary Philip Klezek, Certified Public Accountant is an Accounting company established in 1997. The firm provides Accounting and Business Consulting, and is small.
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UndisclosedUndisclosed2 - 9Agoura Hills, CA
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Accounting company Maguire & Hart - Tax Preparation and Bookkeeping Services is based in Agoura Hills, California. The team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Romeo, MI
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Northend Tax and Accounting Service, Inc. Is a small Accounting company based in Romeo, Michigan. The team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Macon, GA
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Payroll Logic, a small Accounting company, is located in Macon, Georgia. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Benton Harbor, MI
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Based in Benton Harbor, Michigan, Tri-County Bookkeepers is a small Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Agoura Hills, CA
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Accounting company Ralph S. Livingston, CPA An Accountancy Corporation offers Accounting and Business Consulting. They are based in Agoura Hills, California.
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UndisclosedUndisclosed10 - 49Macon, GA
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Randall L. Brittain CPA is an Accounting company in Macon, Georgia. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Lambertville, MI
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Small Accounting company Accounting Center & Tax Services, Inc., is located in Lambertville, Michigan. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Belleville, MI
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Belleville Tax & Accounting is an Accounting company. Their small team is headquartered in Belleville, Michigan. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Agoura Hills, CA
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David R. Flamer, An Accountancy Corporation is an Accounting company. Launched in 1984, the team focuses on Accounting. The agency is headquartered in Agoura Hills, California.
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UndisclosedUndisclosed2 - 9Saginaw, MI
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Small Accounting and Business Consulting company McDonald & Associates CPA's, is headquartered in Saginaw, Michigan. The team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Macon, GA
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Launched in 2015, Richardson Financial, Inc. Is a small Macon, Georgia-based Accounting company. Their team specializes in Accounting and ERP consulting and SI.
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UndisclosedUndisclosed2 - 9Plovdiv, Bulgaria
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D.I. Profit EOOD is an Accounting company. The Plovdiv, Bulgaria-based agency was founded in 2015. Their team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Thousand Oaks, CA
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Right Way Accounting, an Accounting company, is located in Thousand Oaks, California. They offer Accounting.
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UndisclosedUndisclosed10 - 49Macon, GA
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Established in 2011, Altera Payroll & Insurance is an Accounting company. Headquartered in Macon, Georgia, the team focuses on Accounting.
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UndisclosedUndisclosed2 - 9San Pedro Garza García, Mexico
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DOM GROUP is an Accounting company. In San Pedro Garza García, Mexico, the team focuses on Accounting and Commercial Brokerage Services.
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UndisclosedUndisclosed2 - 9Agoura Hills, CA
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The SRA Group, Inc., a small Accounting company, is headquartered in Agoura Hills, California. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Bogotá, Colombia
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CIF Profesionales Asociados SAS is an Accounting company. Established in 2016, the agency provides Accounting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed2 - 9Macon, GA
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D. Tate Morris CPA is an Accounting company. Headquartered in Macon, Georgia, the team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Bogotá, Colombia
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Pga Consultores Empresariales is an Accounting company. Based in Bogotá, Colombia, the firm was founded in 2013. Their team provides Accounting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed2 - 9Macon, GA
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ML Carroll & Associates, Inc. Is an Accounting company. Based in Macon, Georgia, the firm was established in 1999. Their team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Bogotá, Colombia
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Launched in 2012, Peña Marulanda Asesores is an Accounting company. The firm specializes in Accounting and Back Office Outsourcing.
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UndisclosedUndisclosed2 - 9Bogotá, Colombia
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G.C.P Consultores is an Accounting company in Bogotá, Colombia. The team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Plovdiv, Bulgaria
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B&Si Service Accounting, an Accounting company, was launched in 2013. The small team offers Accounting.
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UndisclosedUndisclosed2 - 9Syracuse, NY
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Lowenstein & Mead is a Syracuse, New York-based Accounting company. Founded in 2002, the team provides Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Bogotá, Colombia
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Visión Contable & Financiera is an Accounting company. Located in Bogotá, Colombia, the firm was launched in 2008. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed50 - 249Philadelphia, PA
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BBD, LLP is an Accounting company. They focus on Accounting and were founded in 1997. The agency is located in Philadelphia, Pennsylvania.
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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.