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 - 9Redding, CA
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ZipTax is an Accounting company. The company is based in Redding, California. Their team offers Accounting.
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UndisclosedUndisclosed2 - 9Downey, CA
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MacTax Solutions is a Downey, California-based Accounting company. They specialize in Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Kimberley, England
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Brieley Grimsdell Falconer is a small Kimberley, England-based Accounting company. The team provides Accounting.
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UndisclosedUndisclosed10 - 49West Bridgford, England
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Based in West Bridgford, England, Longleys is an Accounting company. They focus on Accounting.
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UndisclosedUndisclosed50 - 249Newmarket, Canada
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Ledgers Canada is an Accounting company launched in 1994. The midsize team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Redding, CA
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Simmons & Associates, CPA is an Accounting company. Their small team is in Redding, California. Their services include Accounting.
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UndisclosedUndisclosed50 - 249
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Accounting company SB Partners is in. They focus on Accounting.
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UndisclosedUndisclosed10 - 49Beeston, England
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Peopleshare is an Accounting company. They are headquartered in Beeston, England. Their team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Washington, DC
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Walker & Co LLP, a small Accounting company, is headquartered in Washington, District of Columbia. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Washington, DC
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Christopher Hinders CPA PLLC is a small Washington, District of Columbia-based Accounting company. The team focuses on Accounting.
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UndisclosedUndisclosed10 - 49Cotgrave, England
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Fouetté Accountancy Solutions, an Accounting company, provides Accounting. The firm is in Cotgrave, England.
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UndisclosedUndisclosed10 - 49Radcliffe on Trent, England
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Accounting company M P Moore Accountants is based in Radcliffe on Trent, England. Established in 2006, the team focuses on Accounting.
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UndisclosedUndisclosed10 - 49West Bridgford, England
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Collins Chapple & Co. Is an Accounting company. The agency is in West Bridgford, England. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Redding, CA
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Dennis L Fritz CPA is an Accounting company. They are located in Redding, California and have small team. Their team offers Accounting.
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UndisclosedUndisclosed50 - 249Brantford, Canada
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Established in 1920, Millard, Rouse & Rosebrugh LLP is a midsize Brantford, Canada-based Accounting company. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Long Eaton, England
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Jade Accountancy Services (Derby) Ltd. Is an Accounting company. Located in Long Eaton, England, their small team provides Accounting. The firm was founded in 2009.
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UndisclosedUndisclosed2 - 9Vancouver, Canada
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BCJ Group, CPAs is an Accounting company. Their small team is located in Vancouver, Canada and provides Accounting and Business Consulting. The agency was established in 2010.
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UndisclosedUndisclosed2 - 9Atlanta, GA
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Launched in 2008, Noell Consulting Group is a small Atlanta, Georgia-based Market Research company. Their team specializes in Market Research and Accounting.
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UndisclosedUndisclosed10 - 49Ilkeston, Nottingham-Derby Metropolitan Area, England
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Based in Ilkeston, Nottingham-Derby Metropolitan Area, England, D & D Accountancy Services is a small Accounting company. The team provides Accounting.
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UndisclosedUndisclosed50 - 249London, Canada
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In London, Canada, Ford Keast LLP is an Accounting company. Their services include Accounting and HR Consulting.
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UndisclosedUndisclosed2 - 9Surrey, Canada
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Agatha Cluff Inc., an Accounting company, focuses on Accounting and Business Consulting. The agency is based in Surrey, Canada.
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UndisclosedUndisclosed2 - 9Tustin, CA
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JOHN M. D'AGOSTINO, CPA a professional corporation, an Accounting company, was founded in 2008. The team focuses on Accounting and Business Consulting and is based in Tustin, California.
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UndisclosedUndisclosed10 - 49دبي, United Arab Emirates
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Based in دبي, United Arab Emirates, Prime Services Dubai is a small Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Tustin, CA
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Rasmussen & Eich is a small Tustin, California-based Accounting company. The team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Salt Lake City, UT
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Accounting company Above and Beyond Accounting focuses on Accounting and Business Consulting. They are in Salt Lake City, Utah.
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UndisclosedUndisclosed10 - 49Salt Lake City, UT
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Sage Forensic Accounting Inc is an Accounting company. Based in Salt Lake City, Utah, the team focuses on Accounting.
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UndisclosedUndisclosed50 - 249Sheffield, England
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Roslyns is an Accounting company. They focus on Accounting and Business Consulting and were established in 1992. The company is based in Sheffield, England.
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UndisclosedUndisclosed2 - 9Beverly, MA
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Bridgeton Properties, LLC. Is an Accounting company. Their team is located in Beverly, Massachusetts and offers Accounting and Commercial Brokerage Services.
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UndisclosedUndisclosed2 - 9Tustin, CA
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Launched in 2019, BRAVO & BRAVO is an Accounting company. Their team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Tustin, CA
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Accounting and Tax Services is an Accounting company. Founded in 1982, the team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Tustin, CA
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Colin Cooper CPA is an Accounting company headquartered in Tustin, California. Founded in 1979, the team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Tustin, CA
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Raguse Accountancy is an Accounting company. The team is located in Tustin, California, and their services include Accounting.
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UndisclosedUndisclosed2 - 9Murray, UT
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Seda Accounting is a small Accounting company located in Murray, Utah. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Tustin, CA
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J Aguilar, Inc, an Accounting company, was launched in 2006. The team provides Accounting.
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UndisclosedUndisclosed2 - 9Medford, OR
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Warren R. Helms, CPA is an Accounting company. The team focuses on Accounting and Business Consulting and is in Medford, Oregon.
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UndisclosedUndisclosed2 - 9Medford, OR
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Launched in 2000, Isler Medford is an Accounting company. The small team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Tustin, CA
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William Rodgers Company is a small Accounting company. They provide Accounting and Business Consulting and were launched in 1990.
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UndisclosedUndisclosed10 - 49Boscobel, WI
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Accounting Associates, Inc. Is an Accounting company. They offer Accounting and were founded in 1995. The agency is based in Boscobel, Wisconsin.
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UndisclosedUndisclosed2 - 9Tustin, CA
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Mark Tehrani, CPA is an Accounting company founded in 2007. The team specializes in Accounting and is located in Tustin, California.
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UndisclosedUndisclosed10 - 49Ciudad de México, Mexico
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Based in Ciudad de México, Mexico, Grupo Administrategia is an Accounting company. Their services include Accounting and Digital Strategy.
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UndisclosedUndisclosed2 - 9Surrey, Canada
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Launched in 2009, Debrah Burleigh and Associates Ltd. Is an Accounting company. The small team specializes in Accounting.
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UndisclosedUndisclosed50 - 249Long Eaton, England
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Phipp & Co Accountants is an Accounting company. They are in Long Eaton, England. Their team provides Accounting.
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UndisclosedUndisclosed10 - 49Keyworth, England
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Bright Accounts & Tax is an Accounting company founded in 2000. The company offers Accounting.
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UndisclosedUndisclosed2 - 9Tustin, CA
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PEOPLES CHOICE TAX & ACCOUNTING, an Accounting company, is located in Tustin, California. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Medford, OR
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Calyx CPA formerly Rogue Tax Professionals is an Accounting company. They specialize in Accounting and Business Consulting and are based in Medford, Oregon.
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UndisclosedUndisclosed2 - 9Swan River, Canada
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In Swan River, Canada, Pacak Kowal Hardie & Company is a small Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Surrey, Canada
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Affinity Accountants Inc. Is an Accounting company. The team is based in Surrey, Canada, and their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Medford, OR
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Burch's Bookkeeping & Tax Services is an Accounting company. The Medford, Oregon-based team offers Accounting.
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UndisclosedUndisclosed10 - 49Winnipeg, Canada
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ONBusiness Chartered Professional Accountants is an Accounting company. Founded in 2004, the firm is in Winnipeg, Canada. Their team offers Accounting and Corporate Training & Coaching.
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UndisclosedUndisclosed2 - 9Brandon, Canada
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Alliance Accounting Group is a small Brandon, Canada-based Accounting company. 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
38/40.018/20 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.