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 - 9Medford, OR
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In Medford, Oregon, Pam Chapple, CPA is an Accounting company. The team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Medford, OR
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Located in Medford, Oregon, Hokinson CPA is a small Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Medford, OR
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John A. Warekois, CPA, an Accounting company, was launched in 2013. The agency focuses on Accounting.
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UndisclosedUndisclosed10 - 49Tustin, CA
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Nienow & Tierney, LLP is an Accounting company. The team specializes in Accounting, and the firm is headquartered in Tustin, California.
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UndisclosedUndisclosed50 - 249Santa Ana, CA
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Accounting company Ronald Blue & Co. CPAs and Consultants was established in 1937. The team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Murray, UT
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David K Sirling, CPA LLC is an Accounting company. They are located in Murray, Utah and have small team. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Jersey City, NJ
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Launched in 2017, MYRA Wealth is an Accounting company. The team provides Accounting and is located in Jersey City, New Jersey.
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UndisclosedUndisclosed2 - 9Santa Ana, CA
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E-Fang Accountancy Corporation is an Accounting company. They are headquartered in Santa Ana, California, and their services include Accounting.
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UndisclosedUndisclosed2 - 9Salt Lake City, UT
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The Jensen Group is an Accounting company. The small Salt Lake City, Utah-based team specializes in Accounting. The company was founded in 2009.
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UndisclosedUndisclosed2 - 9Tustin, CA
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Manton CPA Accountancy Corporation, an Accounting company, offers Accounting. The company is headquartered in Tustin, California.
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UndisclosedUndisclosed2 - 9Santa Ana, CA
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Phillips Accountancy Corporation is a small Accounting company established in 1992. Their team provides Accounting.
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UndisclosedUndisclosed2 - 9Medford, OR
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Dahlin Accounting Consulting is an Accounting company. Their team is in Medford, Oregon and specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Santa Ana, CA
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Afshar CPA PC is a Santa Ana, California-based Accounting company. Established in 2011, the team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Fountain Valley, CA
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STEVE MANGIONE CPA is an Accounting company launched in 1992. Their team focuses on Accounting.
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UndisclosedUndisclosed10 - 49Santa Ana, CA
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D&B Consulting, an Accounting company, was founded in 2009. The small team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Anaheim, CA
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Adcon Business Solutions Inc., an Accounting company, offers Accounting. The agency is headquartered in Anaheim, California.
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UndisclosedUndisclosed2 - 9North Vancouver, Canada
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Gray & Associates, Chartered Professional Accountants, an Accounting company, was established in 1995. In North Vancouver, Canada, the team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9North Vancouver, Canada
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Hayat Shahi & Company is an Accounting company. Their small team is headquartered in North Vancouver, Canada and specializes in Accounting. The agency was established in 2015.
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UndisclosedUndisclosed10 - 49Calgary, Canada
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Small Accounting company Quadrant Accounting, is based in Calgary, Canada. Their services include Accounting.
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UndisclosedUndisclosed2 - 9North Vancouver, Canada
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Louis T. Picco, Inc., an Accounting company, was established in 2000. The team focuses on Accounting and is based in North Vancouver, Canada.
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UndisclosedUndisclosed10 - 49Dubai, United Arab Emirates
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Tamim Chartered Accountants is an Accounting company. Their small team of employees is located in Dubai, United Arab Emirates. Their team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Canmore, Canada
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Natalie Kelly, CPA, CA, an Accounting company, was established in 2009. They offers Accounting.
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UndisclosedUndisclosed10 - 49Nottingham, England
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1 For All Accounting Angels is an Accounting company launched in 2016. The company specializes in Accounting, and is small.
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UndisclosedUndisclosed2 - 9North Vancouver, Canada
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Murl & Company is an Accounting company. Their team is based in North Vancouver, Canada and focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9West Vancouver, Canada
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Accounting company Winstanley Business Advisors Ltd. Provides Accounting and Business Consulting. They are headquartered in West Vancouver, Canada.
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UndisclosedUndisclosed50 - 249Edmonton, Canada
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Kingston Ross Pasnak LLP is an Accounting company. They offer Accounting and are headquartered in Edmonton, Canada.
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UndisclosedUndisclosed2 - 9دبي, United Arab Emirates
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DDP Accounting & Bookkeeping is an Accounting company. Their small team is in دبي, United Arab Emirates. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Gedling, England
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Marshall Smalley Accountants is a small Accounting company based in Gedling, England. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Carlton, England
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Ash Accounting is an Accounting company. Founded in 1997, the company is located in Carlton, England. Their team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Calgary, Canada
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Small Accounting company Belmor Mortgage Corp, is based in Calgary, Canada. The team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Lexington, NC
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Accounting company Michael L Sanders, CPA focuses on Accounting. They are in Lexington, North Carolina.
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UndisclosedUndisclosed2 - 9Cary, NC
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Small Accounting company Courtney C Campbell, CPA, PA, is located in Cary, North Carolina. The team offers Accounting.
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UndisclosedUndisclosed2 - 9Durham, NC
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Hamilton Financial & Associates, Inc is an Accounting company. Their small team is in Durham, North Carolina. Their team offers Accounting.
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UndisclosedUndisclosed2 - 9Tempe, AZ
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Accounting Services Group, PLC, a small Accounting company, is located in Tempe, Arizona. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Weddington, NC
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CJM Tax & Accounting Services is an Accounting company. Based in Weddington, North Carolina, the team specializes in Accounting.
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UndisclosedUndisclosed10 - 49Charlotte, NC
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Launched in 2010, Brader Greene, PLLC is an Accounting company. The small team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Richmond, VA
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Westover Strategic Advisors is a Richmond, Virginia-based Accounting company. They specialize in Accounting and Corporate Training & Coaching and were launched in 2015.
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UndisclosedUndisclosed2 - 9McKinney, TX
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J. Washington Company, an Accounting company, was launched in 2003. The agency specializes in Accounting.
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UndisclosedUndisclosed2 - 9Tustin, CA
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Launched in 2009, Todd Schaus CPA is a small Tustin, California-based Accounting company. Their team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Medicine Hat, Canada
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EBT is a small Medicine Hat, Canada-based Accounting company. The team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Mooresville, NC
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Lewis & Cone PLLC, a small Accounting company, is based in Mooresville, North Carolina. The team specializes in Accounting.
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UndisclosedUndisclosed2 - 9McKinney, TX
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The Scauzillo Firm is an Accounting company in McKinney, Texas. They provide Accounting and Business Consulting and were established in 1988.
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UndisclosedUndisclosed2 - 9Goldsboro, NC
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Cheryl A. Alleman CPA, PA is an Accounting company. Their small team is based in Goldsboro, North Carolina. Their team focuses on Accounting.
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UndisclosedUndisclosed10 - 49Sheffield, England
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Weston Accountants is a Sheffield, England-based Accounting company. They specialize in Accounting and Business Consulting and were founded in 2016.
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UndisclosedUndisclosed2 - 9Edmonton, Canada
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Small Accounting company JR & Co, is based in Edmonton, Canada and Edmonton, Canada. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Hickory, NC
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Reece & Associates Tax-Business Services, a small Accounting company, is in Hickory, North Carolina. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Santa Ana, CA
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Bellavia & Slater CPAs is a small Accounting company located in Santa Ana, California. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Sheffield, England
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Headquartered in Sheffield, England, Kirtley Qureshi & Co is a small Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Edmonton, Canada
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In Edmonton, Canada, Hughes & Gibb LLP is a small Accounting company. The team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Seal Beach, CA
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Accounting company Darren Smith, CPA is located in Seal Beach, California. Established in 2008, the team offers 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
38/40.018/20 Reviews10/10 Clients & Experience10/10 Market PresenceService focus
30% Accounting70% 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 -
$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
37.1/40.017.6/20 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 -
$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 -
$5,000+$100 - $149 / hr10 - 49
Ability to deliver
34/40.017.4/20 Reviews7.6/10 Clients & Experience9/10 Market PresenceService focus
30% Accounting70% 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 -
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 -
$1,000+$50 - $99 / hr10 - 49
Ability to deliver
33.1/40.016.2/20 Reviews7.6/10 Clients & Experience9.2/10 Market PresenceService focus
10% Accounting90% 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 -
UndisclosedUndisclosed10 - 49Dubai, United Arab Emirates
Ability to deliver
32.7/40.017.6/20 Reviews8.1/10 Clients & Experience7/10 Market PresenceService focus
45% Accounting5% Financial Advising & Planning50% 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 - 249San Francisco, CA
Ability to deliver
32.6/40.016.6/20 Reviews9/10 Clients & Experience6.9/10 Market PresenceService focus
45% Accounting55% Other -
$1,000+$25 - $49 / hr50 - 249Dubai, United Arab Emirates
Ability to deliver
32.5/40.018.8/20 Reviews6.6/10 Clients & Experience7.1/10 Market PresenceService focus
60% Accounting40% 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.