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 - 9Cathedral City, CA
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L&L ACCOUNTING AND TAX is an Accounting company. They offer Accounting and Business Consulting and were established in 2000. The company is based in Cathedral City, California.
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UndisclosedUndisclosed2 - 9La Quinta, CA
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Founded in 2010, Rajeev Thukral CPA MBA ABV, a small Accounting company, is based in La Quinta, California. Their team provides Accounting.
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UndisclosedUndisclosed2 - 9Tyler, TX
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Small Accounting company Ramona A. Butler, CPA, is based in Tyler, Texas. The team offers Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49La Quinta, CA
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Osborne Rincon CPAs is an Accounting company. They offer Accounting and Business Consulting and were launched in 1950.
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UndisclosedUndisclosed2 - 9Milton, Canada
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Phil Philips & Associates is an Accounting company. Their small team is based in Milton, Canada. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Tyler, TX
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Prothro, Wilhelmi & Company, PLLC, an Accounting company, was launched in 1992. They offers Accounting.
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UndisclosedUndisclosed2 - 9Tyler, TX
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Barrett & Thomas, P.C. Is a small Accounting company based in Tyler, Texas. The team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Toronto, Canada
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In Toronto, Canada and Toronto, Canada, Sigma Tax is a small Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Tyler, TX
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Joseph George, CPA, PLLC is an Accounting company. Founded in 2016, the team offers Accounting.
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UndisclosedUndisclosed2 - 9Clackmannanshire, Scotland
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Stewart Accounting Services is an Accounting company. The Clackmannanshire, Scotland-based agency was launched in 2009. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Motala, Sweden
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Haller & Partner Revision AB is a small Motala, Sweden-based Accounting company. The team provides Accounting.
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UndisclosedUndisclosed2 - 9Edinburgh, Scotland
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Edinburgh Accounting LTD. Is a small Accounting company headquartered in Edinburgh, Scotland. The team offers Accounting.
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UndisclosedUndisclosed2 - 9Vadstena, Sweden
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Small Accounting company Emlimi AB, is headquartered in Vadstena, Sweden. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Edinburgh, Scotland
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Priory Accounting is an Accounting and Business Consulting company. They are based in Edinburgh, Scotland and have small team. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Skänninge, Sweden
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GN Ekonomitjänster is a small Accounting company established in 2018. Their team provides Accounting.
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UndisclosedUndisclosed2 - 9Tyler, TX
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Based in Tyler, Texas, Bryant & Welborn, L.L.P. Is a small Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Perth, Scotland
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Mitchell Oswald Chartered Accountants, a small Accounting company, is headquartered in Perth, Scotland. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Indore, India
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Small Accounting and Business Consulting company Sojatia & Company, is based in Indore, India. The team offers Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Tyler, TX
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Bailes & Co., P.C. Is an Accounting company. Their small team is located in Tyler, Texas and Addison, Texas. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Jabalpur, India
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Ravindra Rathi & Co. Is an Accounting company. Their small team is located in Jabalpur, India. Their team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Dundee, Scotland
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Founded in 1998, Ascot Drummond is a small Accounting company. Their team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Bhopal, India
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Accounting company S.L. Chhajed & Co. LLP was founded in 1960. The team provides Accounting and is located in Bhopal, India.
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UndisclosedUndisclosed2 - 9Pune, India
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Sachin Ranbhise & Associates is a small Pune, India-based Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Tyler, TX
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J Michael Johnson, P.C. Is a Tyler, Texas-based Accounting company. They provide Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Pune, India
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In Pune, India, Jitesh Telisara & Associates LLP is a small Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Pune, India
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Pratik Gujrathi & Associates is an Accounting company. Their small team is based in Pune, India. Their team provides Accounting.
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UndisclosedUndisclosed2 - 9Tyler, TX
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Hudnall & Pitts, PLLC is an Accounting company. They focus on Accounting and are headquartered in Tyler, Texas.
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UndisclosedUndisclosed2 - 9Palm Desert, CA
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Allman & Allman, A Professional Accountancy Corporation is an Accounting company. They are located in Palm Desert, California and have small team. They offer Accounting.
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UndisclosedUndisclosed2 - 9Palm Desert, CA
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Thomas E. Vineyard & Associates is an Accounting company based in Palm Desert, California. The team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Palm Desert, CA
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Don Fitch CPA is a small Accounting company established in 1993. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Yorba Linda, CA
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ADVANTAGE ACCOUNTING GROUP is an Accounting company. They focus on Accounting and were launched in 2013. The firm is located in Yorba Linda, California.
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UndisclosedUndisclosed2 - 9Tyler, TX
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Morris & Company CPAs, PC, an Accounting company, is located in Tyler, Texas. The team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Corona, CA
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Foster & Lawrence Accountancy Corp. Is an Accounting company launched in 2003. The firm provides Accounting, and is small.
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UndisclosedUndisclosed2 - 9
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Arthur Hersh EA Tax & Accounting Professional is an Accounting company. They are located in and have small team. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Toronto, Canada
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Founded in 1998, Ralevic & Ralevic LLP is a small Toronto, Canada-based Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Riverside, CA
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Reliant Tax & Business Services, an Accounting company, was launched in 2015. The agency focuses on Accounting and Business Consulting, and is small.
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UndisclosedUndisclosed2 - 9Rye, NY
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Peter To CPA is an Accounting company. They are headquartered in Rye, New York and have small team. Their team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Chino, CA
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Hoover Financial Consulting, Inc. Is an Accounting company. They are headquartered in Chino, California. Their team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Armonk, NY
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Brightside Tax Relief is a small Armonk, New York-based Accounting company. The team provides Accounting.
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UndisclosedUndisclosed2 - 9New City, NY
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Tamar Financial is an Accounting company. Based in New City, New York, the firm was founded in 2019. Their team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Markham, Canada
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Anklesaria CPA Professional Corporation, an Accounting company, offer Accounting. They were established in 2003.
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UndisclosedUndisclosed2 - 9Yorktown Heights, NY
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Besselman & Kanner LLP is an Accounting company. They are based in Yorktown Heights, New York and have small team. Their team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Montclair, CA
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Established in 1985, KALTER FINANCIAL GROUP is an Accounting company. The team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Markham, Canada
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Anna Liu, Certified General Accountant, an Accounting company, specializes in Accounting. The agency is headquartered in Markham, Canada.
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UndisclosedUndisclosed2 - 9New York, NY
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Tora Accounting is an Accounting company. Their small team is located in New York, New York. Their services include Accounting.
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UndisclosedUndisclosed2 - 9New York, NY
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Ayzenberg Consulting LLC is an Accounting company. Their small team is located in New York, New York. Their services include Accounting.
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UndisclosedUndisclosed2 - 9New York, NY
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Union Tax Inc. Is an Accounting company. They were launched in 2011 and provide Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9New York, NY
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Smart Tax is an Accounting company in New York, New York. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9
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Anna Margitta, CPA, CA, LPA, FMA, an Accounting company, was founded in 2008. The small team specializes in Accounting.
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UndisclosedUndisclosed2 - 9
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Accounting company Christian Scott & Associates is located in. They provide Accounting and were launched in 1999.
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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 / hr50 - 249Ho Chi Minh City, Vietnam
Ability to deliver
32.3/40.015.8/20 Reviews7.4/10 Clients & Experience9/10 Market PresenceService focus
30% Accounting70% Other -
UndisclosedUndisclosed50 - 249San Francisco, CA
Ability to deliver
32.2/40.016.2/20 Reviews9/10 Clients & Experience6.9/10 Market PresenceService focus
45% Accounting55% Other -
$1,000+$25 - $49 / hr50 - 249Dubai, United Arab Emirates
Ability to deliver
32.1/40.018.4/20 Reviews6.6/10 Clients & Experience7.1/10 Market PresenceService focus
60% Accounting40% Other -
$1,000+< $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.