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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UndisclosedUndisclosed10 - 49New Delhi, India
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Chandra Wadhwa & Co. Is an Accounting company. They are in New Delhi, India and have small team of experts. Their services include Accounting and ERP consulting and SI.
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UndisclosedUndisclosed2 - 9Mumbai, India
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PayCare India Payroll is a small Mumbai, India-based Accounting company. Their services include Accounting and HR Consulting.
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UndisclosedUndisclosed2 - 9Oneida, NY
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Dec & Benson CPAs, a small Accounting company, is headquartered in Oneida, New York. The team offers Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49San Carlos, CA
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In San Carlos, California, Wright Kirby & Co., LLP is a small Accounting company. The team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Canastota, NY
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Established in 1977, Gustafson & Wargo CPAs LLP is an Accounting company. Their team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Troy, MI
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Maged Michail, CPA, P.C. Is an Accounting company. Launched in 1996, the company focuses on Accounting.
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UndisclosedUndisclosed2 - 9Manlius, NY
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John Breazzano CPA, a small Accounting company, is in Manlius, New York. Their services include Accounting.
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UndisclosedUndisclosed2 - 9San Bruno, CA
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Launched in 1976, Fisher & Bagley CPA's is an Accounting company. Located in San Bruno, California, the team offers Accounting.
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UndisclosedUndisclosed2 - 9New York, NY
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Rayner CPA, PLLC is an Accounting company. Founded in 2009, the company is based in New York, New York. Their team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9East Syracuse, NY
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Cuomo, Winters & Schmidt, an Accounting company, is in East Syracuse, New York. They offer Accounting and Business Consulting and were founded in 2015.
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UndisclosedUndisclosed2 - 9New Hartford, NY
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Jeffrey W Hanretty, CPA & Associates is an Accounting company. The team focuses on Accounting and Business Consulting and is based in New Hartford, New York.
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UndisclosedUndisclosed2 - 9Oswego, NY
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Accounting company Jones Professional Tax Services is headquartered in Oswego, New York. Launched in 1965, the team provides Accounting.
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UndisclosedUndisclosed2 - 9New Delhi, India
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Founded in 2009, AZR Consultation is an Accounting company. The small team offers Accounting and ERP consulting and SI.
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UndisclosedUndisclosed2 - 9Cicero, NY
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Launched in 2007, No Fuss Accounting Services, a small Accounting company, is based in Cicero, New York. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Winston-Salem, NC
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Sills and Associates PA is an Accounting company. They were established in 1976, and their services include Accounting.
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UndisclosedUndisclosed2 - 9Troy, MI
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Altman & Company, PLC is an Accounting company. Their small team is based in Troy, Michigan. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Fayetteville, NY
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BC Associates, LLC, a small Accounting company, is based in Fayetteville, New York. The team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Rome, NY
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Puma Accounting is an Accounting company. The team specializes in Accounting and is located in Rome, New York.
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UndisclosedUndisclosed2 - 9Toronto, Canada
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Master Tax, an Accounting company, was founded in 2011. The firm specializes in Accounting, and is small.
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UndisclosedUndisclosed2 - 9Syracuse, NY
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Tax Savers Professional Group is an Accounting company. Headquartered in Syracuse, New York, their team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Canton, NY
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Based in Canton, New York, Gray & Gray and Associates CPAs is an Accounting company. They provide Accounting and Business Consulting.
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UndisclosedUndisclosed50 - 249Mumbai, India
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Rakchamps Chartered Accountants is an Accounting company. Their midsize team of employees is based in Mumbai, India. Their team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Waterville, NY
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Accounting company John Savage was established in 1998. The team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Winston-Salem, NC
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Donald S. Kinney, CPA, P.C. Is a Winston-Salem, North Carolina-based Accounting company. They offer Accounting and Business Consulting and were founded in 2008.
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UndisclosedUndisclosed2 - 9Syracuse, NY
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PB&J Accounting is an Accounting company. Their small team is headquartered in Syracuse, New York. Their team provides Accounting.
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UndisclosedUndisclosed10 - 49New Delhi, India
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RRCA & Associates, an Accounting company, was established in 2008. They specializes in Accounting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed2 - 9Troy, MI
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B&G Accounting & Tax Service of Troy, an Accounting company, is in Troy, Michigan. Launched in 1991, the team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Syracuse, NY
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CNY Payroll Services, Inc is an Accounting company. The Syracuse, New York-based company focuses on Accounting and HR Consulting.
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UndisclosedUndisclosed2 - 9New Hartford, NY
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Barone, Howard & Company CPAS P.C, an Accounting company, was founded in 1956. They offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Toronto, Canada
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SA Accounting Solutions is an Accounting company. Their small team is in Toronto, Canada. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Liverpool, NY
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Patrick Johnston & Associates is a small Accounting company based in Liverpool, New York. The team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Camillus, NY
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Custom Accounting Services is an Accounting company. Their small team of employees is located in Camillus, New York. Their team provides Accounting and HR Consulting.
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UndisclosedUndisclosed2 - 9East Syracuse, NY
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ChoicePay payroll is an Accounting company. Based in East Syracuse, New York, the agency was launched in 2001. Their services include Accounting and HR Consulting.
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UndisclosedUndisclosed2 - 9New York, NY
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Levy Group is an Accounting company. They are headquartered in New York, New York, and their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Fayetteville, NY
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Shiroki Associates CPAs is an Accounting company. They are located in Fayetteville, New York and have small team. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Watertown, NY
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Doane CPA Firm is an Accounting company. Their small team is located in Watertown, New York. Their team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Winston-Salem, NC
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Launched in 2017, A.Quarles CPA is an Accounting company. The company provides Accounting, and is small.
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UndisclosedUndisclosed2 - 9New Delhi, India
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Launched in 1979, Raj Har Gopal & Co. Is an Accounting company. The small team offers Accounting and Back Office Outsourcing.
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UndisclosedUndisclosed2 - 9Lowville, NY
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Croniser, Lawrence & Philippe CPAs LLP is an Accounting company. They were founded in 1996, and their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9New York, NY
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Lynn-Mark Enterprises, LLC, an Accounting company, was launched in 1976. Located in New York, New York, the team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Troy, MI
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Small Accounting company McClain, Smith & Wenz, P.C., is in Troy, Michigan and Gaylord, Michigan. The team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9New Hartford, NY
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Christopher R. Lambert & Associates, an Accounting company, is headquartered in New Hartford, New York. They focus on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9East Syracuse, NY
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Founded in 1983, Sinopoli & Sinopoli CPAs PC is an Accounting company. The team provides Accounting and Business Consulting and is in East Syracuse, New York.
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UndisclosedUndisclosed2 - 9Knivsta, Sweden
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Djörkes Revisionsbyrå AB is an Accounting company. The company is based in Knivsta, Sweden. Their team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Winston-Salem, NC
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Robert C Morgan & Co PA is an Accounting company. The Winston-Salem, North Carolina-based agency was established in 1950. Their team provides Accounting.
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UndisclosedUndisclosedFreelancerThane, India
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Sai Accounting Services is a small Thane, India-based Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9
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Located in New Zealand, Green Accounting Services is a small Accounting company. The team offers Accounting.
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UndisclosedUndisclosed10 - 49Troy, MI
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Accounting company Schreiber Advisors, P.C. Is in Troy, Michigan and West Bloomfield Township, Michigan. They offer Accounting.
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UndisclosedUndisclosed2 - 9Zielona Góra, Poland
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Small Accounting company Markwitz and Associates Biuro Rachunkowe, is located in Zielona Góra, Poland. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Mumbai, India
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Auroma Accounting Services Pvt. Ltd. Is a small Mumbai, India-based Accounting company. The team provides Accounting and Business Consulting.
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List of the Top 15 Financial Services Companies
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$25,000+$50 - $99 / hr50 - 249Gliwice, Poland
Ability to deliver
37.8/40.018/20 Reviews10/10 Clients & Experience9.8/10 Market PresenceService focus
10% Financial Advising & Planning90% Other -
$1,000+< $25 / hr250 - 999Coimbatore, India
Ability to deliver
37.8/40.018.2/20 Reviews10/10 Clients & Experience9.6/10 Market PresenceService focus
25% Accounting75% 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
37/40.017.4/20 Reviews10/10 Clients & Experience9.6/10 Market PresenceService focus
20% Accounting80% Other -
Undisclosed$200 - $300 / hr10 - 49New York, NY
Ability to deliver
36.8/40.017.2/20 Reviews10/10 Clients & Experience9.6/10 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 - 9,999
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+$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 / 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+< $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 -
$1,000+$50 - $99 / hr10 - 49
Ability to deliver
34.1/40.017.2/20 Reviews7.6/10 Clients & Experience9.2/10 Market PresenceService focus
10% Accounting90% Other -
UndisclosedUndisclosed50 - 249Syracuse, NY
Ability to deliver
34/40.017.6/20 Reviews8.7/10 Clients & Experience7.7/10 Market PresenceService focus
40% Accounting60% 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 -
$5,000+$100 - $149 / hr10 - 49
Ability to deliver
33.4/40.016.8/20 Reviews7.6/10 Clients & Experience9/10 Market PresenceService focus
30% Accounting70% Other -
$1,000+$100 - $149 / hr2 - 9Schaumburg, IL
Ability to deliver
32.9/40.016.4/20 Reviews9.2/10 Clients & Experience7.3/10 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 -
UndisclosedUndisclosed250 - 999Indianapolis, IN
Ability to deliver
32.5/40.018.2/20 Reviews8.8/10 Clients & Experience5.5/10 Market PresenceService focus
10% Accounting90% Other -
$1,000+Undisclosed10 - 49Londonderry, NH
Ability to deliver
32.5/40.018.4/20 Reviews6.9/10 Clients & Experience7.2/10 Market PresenceService focus
80% Accounting20% Other -
UndisclosedUndisclosed50 - 249Dubai, United Arab Emirates
Ability to deliver
32.3/40.017.2/20 Reviews8.1/10 Clients & Experience7/10 Market PresenceService focus
45% Accounting5% Financial Advising & Planning50% 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+Undisclosed50 - 249Cambridge, MA
Ability to deliver
32.2/40.017/20 Reviews8.3/10 Clients & Experience6.9/10 Market PresenceService focus
75% Accounting25% 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 -
$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 - 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.