Top Financial Services Firms
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Featured
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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 - 9Dublin 15, Ireland
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Brady Management Global is an Accounting company. Their small team is located in Dublin 15, Ireland. Their services include Accounting and Corporate Training & Coaching.
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UndisclosedUndisclosed2 - 9Dublin, Ireland
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EKSPERT, a small Accounting company, is in Dublin, Ireland. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Garden Grove, CA
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AMIN MEMON, CPA INC., an Accounting company, was founded in 2016. Based in Garden Grove, California, the team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Garden Grove, CA
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HSU Accounting, an Accounting company, was founded in 1982. The agency focuses on Accounting, and is small.
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UndisclosedUndisclosed2 - 9Penfield, NY
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SHAH CPA FIRM, PLLC is a small Accounting company based in Penfield, New York. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Los Alamitos, CA
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FHWV Partners, LLP is an Accounting company. Their small team is in Los Alamitos, California and offers Accounting and Business Consulting. The agency was founded in 1964.
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UndisclosedUndisclosed2 - 9Phoenix, NY
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Key Advising is an Accounting company in Phoenix, New York. The team provides Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Ithaca, NY
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The Strebel Planning Group, an Accounting company, was established in 1986. The firm specializes in Accounting and Business Consulting, and is small.
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UndisclosedUndisclosed2 - 9Plattsburgh, NY
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Accounting company Alexander Edwards & Company, CPAs, P.C. Was launched in 1920. The team specializes in Accounting and Business Consulting and is in Plattsburgh, New York.
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UndisclosedUndisclosed2 - 9Plattsburgh, NY
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The Hoffman Eells Group CPAs is an Accounting company. In Plattsburgh, New York, their small team focuses on Accounting and HR Consulting. The firm was established in 1916.
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UndisclosedUndisclosed2 - 9Plattsburgh, NY
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Abbott, Frenyea & Russell CPAs is an Accounting company. Their team is located in Plattsburgh, New York. The firm offers Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Prague 2, Czech Republic
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INVESTIME is an Accounting company. They are based in Prague 2, Czech Republic, and their services include Accounting and Commercial Brokerage Services.
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UndisclosedUndisclosed10 - 49West Hollywood, CA
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Founded in 2019, Accointax, a small Accounting company, is in West Hollywood, California. Their team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Prague 1 - New Town, Czech Republic
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Established in 1992, A-KONTO SE. Is an Accounting company. Located in Prague 1 - New Town, Czech Republic, the team offers Accounting.
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UndisclosedUndisclosed10 - 49Prague 9, Czech Republic
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Tributum Prague is a small Prague 9, Czech Republic-based Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Santiago, Chile
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Founded in 2008, Fuenzalida Contadores Auditores Consultores is a small Accounting company. Their team focuses on Accounting and Corporate Training & Coaching.
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UndisclosedUndisclosed10 - 49Prague 10, Czech Republic
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Account X, Ltd. Is a Prague 10, Czech Republic-based Accounting company. Established in 1999, the team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Wrocław, Poland
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Headquartered in Wrocław, Poland, Ilmar sp. Z o.o. Is a small Accounting company. The team provides Accounting.
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UndisclosedUndisclosed2 - 9Plattsburgh, NY
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Boulrice & Wood CPAs, PC is an Accounting company. The team focuses on Accounting and is in Plattsburgh, New York.
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UndisclosedUndisclosed2 - 9Prague 4, Czech Republic
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CAPITICO is an Accounting company. Their small team is located in Prague 4, Czech Republic. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Santiago, Chile
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Ansan Consultores, a small Accounting company, is located in Santiago, Chile. Their services include Accounting and Back Office Outsourcing.
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UndisclosedUndisclosed2 - 9Wrocław, Poland
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Tax4u Edyta Synowiec is an Accounting company. They are in Wrocław, Poland and have small team. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Plattsburgh, NY
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Martindale Keysor & Co is a small Plattsburgh, New York-based Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9East Hampton, NY
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Van Dyke & Hand, CPA P.C, a small Accounting company, is headquartered in East Hampton, New York. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Los Alamitos, CA
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Established in 1988, John F. Martin, CPA & Assoc., Inc. Is an Accounting company. The agency focuses on Accounting, and is small.
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UndisclosedUndisclosed2 - 9East Hampton, NY
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Twin Forks Accounting is an Accounting company. The East Hampton, New York-based firm was established in 1983. Their team offers Accounting.
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UndisclosedUndisclosed2 - 9Greenport, NY
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Small Accounting company Ferretti Odell CPA's LLC, is based in Greenport, New York. Their services include Accounting.
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UndisclosedUndisclosed2 - 9El Centro, CA
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Launched in 1986, Mitosinka Barros & Sharp is a small Accounting company based in El Centro, California. Their team offers Accounting.
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UndisclosedUndisclosed2 - 9Center Moriches, NY
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Silverman & Associates is an Accounting company. They were established in 1995 and specialize in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Mount Sinai, NY
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Long Island Tax, Accounting, & Advisory Services Inc. Is an Accounting company. They are based in Mount Sinai, New York and have small team. They focus on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9El Centro, CA
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Swain & Kennerson is an Accounting company. The team is headquartered in El Centro, California, and their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Cutchogue, NY
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Based in Cutchogue, New York, Eierman & Schulken LLC is a small Accounting company. The team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Hauppauge, NY
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Armbrecht & Company, CPA, PC, a small Accounting company, is based in Hauppauge, New York. The team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Thousand Oaks, CA
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Richard L. Nairin, CPA is an Accounting company launched in 2006. The small team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Rocky Point, NY
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Small Accounting company McGuire & Company, CPAs, LLP, is in Rocky Point, New York. The team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Hampton Bays, NY
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Hamptons Tax and Advisory Services is a small Accounting company in Hampton Bays, New York. The team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Bohemia, NY
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Peter R. O'Leary, CPA, P.C. Is an Accounting company. They are based in Bohemia, New York and have small team. Their team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Port Jefferson Station, NY
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Soloway Advisory is a small Accounting company based in Port Jefferson Station, New York. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Melville, NY
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Located in Melville, New York, Schrier & Company PLLC is an Accounting company. Launched in 2002, the team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Riverhead, NY
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Beaton Accounting is an Accounting company. The firm is headquartered in Riverhead, New York. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Hampton Bays, NY
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Jones, Little & Co., CPA's, LLP is an Accounting company. The team is in Hampton Bays, New York, and their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Auckland, New Zealand
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Citywide Accountants Auckland is a small Auckland, New Zealand-based Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Central Islip, NY
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Headquartered in Central Islip, New York, Myles S. Kassman & Company Inc is a small Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Ronkonkoma, NY
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Berrios & Associates, Inc. Is a small Accounting company. Launched in 1999, the team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Massapequa, NY
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C. Field & Company, Inc. Is an Accounting company. Their small team is based in Massapequa, New York. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Auckland, New Zealand
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Connect Outsourcing is an Accounting company. They are located in Auckland, New Zealand and have small team. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Ronkonkoma, NY
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In Ronkonkoma, New York, Rost & Company, CPAs, P.C. Is an Accounting company. The team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9
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ABC Accounting is an Accounting company. Their small team is headquartered in Wellington, New Zealand. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Nesconset, NY
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Borsella & Company, CPA is an Accounting company. Their small team is located in Nesconset, New York. Their team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Rocky Point, NY
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Launched in 1997, Berger, Macdonald & Rand LLP is a small Accounting company. Their team offers Accounting and Business Consulting.
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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 -
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 / 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 -
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 -
$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 - 49San Diego, CA
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 - 49London, England
Ability to deliver
33.1/40.016.2/20 Reviews7.6/10 Clients & Experience9.2/10 Market PresenceService focus
10% Accounting90% 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+$100 - $149 / hr50 - 249Vaughan, Canada
Ability to deliver
32.7/40.017/20 Reviews8.9/10 Clients & Experience6.8/10 Market PresenceService focus
60% Accounting40% Other -
$1,000+$50 - $99 / hr10 - 49Dubai, United Arab Emirates
Ability to deliver
32.6/40.016.2/20 Reviews10/10 Clients & Experience6.5/10 Market PresenceService focus
75% Accounting25% Other -
$1,000+$25 - $49 / hr50 - 249Dubai, United Arab Emirates
Ability to deliver
32.5/40.018.8/20 Reviews6.6/10 Clients & Experience7.1/10 Market PresenceService focus
60% Accounting40% Other -
$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 / 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 -
$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 -
$1,000+Undisclosed10 - 49West Hollywood, CA
Ability to deliver
31.7/40.015.8/20 Reviews8.4/10 Clients & Experience7.5/10 Market PresenceService focus
35% Accounting65% 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.