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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UndisclosedUndisclosed2 - 9Opole, Poland
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Biuro Rachunkowe LIDER is an Accounting company. The Opole, Poland-based company was launched in 2008. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Opole, Poland
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Biuro Rachunkowe Opole - Księgowość i Finanse is a small Opole, Poland-based Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Quito, Ecuador
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Based in Quito, Ecuador, TC Audit Cía. Ltda. Is an Accounting company. Established in 2016, the team specializes in Accounting.
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UndisclosedUndisclosed10 - 49Quito, Ecuador
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MGI Guerra, an Accounting company, was established in 1982. The team provides Accounting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed2 - 9Fresno, CA
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Cleveland Farley, LLP is a small Accounting company headquartered in Fresno, California. The team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Quito, Ecuador
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Sanchez OJEDA Consultores, a small Accounting company, is located in Quito, Ecuador. The team provides Accounting.
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UndisclosedUndisclosed2 - 9Clovis, CA
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Sampson, Sampson & Patterson LLP is a small Accounting company. They focus on Accounting and Business Consulting and were launched in 1968.
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UndisclosedUndisclosed10 - 49Oakville, Canada
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Henderson Partners LLP is an Oakville, Canada-based Accounting company. They specialize in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9
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Small Accounting company EF Business Services, is located in Clovis, California. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Oakville, Canada
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Headquartered in Oakville, Canada, Shirley Tom Professional Corporation is a small Accounting company. The team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Fresno, CA
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Established in 2012, Valley Tax Group is a small Accounting company. Their team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Quito, Ecuador
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Accounting company Corporacion GVO was founded in 2015. The agency offers Accounting.
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UndisclosedUndisclosed2 - 9Oakville, Canada
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Christine M. Langevin Chartered Professional Accountant is an Accounting company established in 1998. In Oakville, Canada, the team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Fresno, CA
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FRESNO BUSINESS SERVICES INC. Is an Accounting company established in 2008. In Fresno, California, the team specializes in Accounting.
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UndisclosedUndisclosed2 - 9
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Christopher J. Alexander, CA, CBV is an Accounting company. The team is based in Oakville, Canada, and their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Fresno, CA
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Mary Ann Stites, CPA, CFP, an Accounting company, was founded in 1987. The team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Oakville, Canada
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JH Accounting CPA is a small Accounting company. They provide Accounting and Business Consulting and were founded in 2011.
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UndisclosedUndisclosed2 - 9Kitchener, Canada
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NHT Associates is an Accounting company launched in 2011. The company provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Quito, Ecuador
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Founded in 2018, Vallejo & Asesores Cia. Ltda. Is an Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Fresno, CA
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Brent F Freeman, JR is an Accounting company. They are in Fresno, California. Their team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Fresno, CA
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Founded in 1992, Craig Boone & Associates is an Accounting company. Their team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Tarnów Opolski, Poland
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Small Accounting company Biuro Rachunkowe Jośko, Prokopowicz i Wspólnicy Spółka z o.o, is based in Tarnów Opolski, Poland. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Ligota Prószkowska, Poland
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KANCELARIA KSIĘGOWO-PODATKOWA Bernadeta Mueller is a small Accounting company based in Ligota Prószkowska, Poland. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Canandaigua, NY
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In Canandaigua, New York, Wheeler, Pepper and Company CPAs PLLC is a small Accounting company. The team provides Accounting.
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UndisclosedUndisclosed2 - 9Rochester, NY
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Robinson & Gordon, P.C. Is a small Accounting company in Rochester, New York. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Pittsford, NY
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My Accounting Office LLC is an Accounting company. Their small team is in Pittsford, New York and specializes in Accounting. The firm was launched in 1981.
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UndisclosedUndisclosed10 - 49CABA, Argentina
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Open Solutions Argentina is a small Accounting company in CABA, Argentina. The team offers Accounting and BI & big data consulting & SI.
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UndisclosedUndisclosed2 - 9Quito, Ecuador
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Paredes y Paredes is an Accounting company founded in 2000. Based in Quito, Ecuador, the team specializes in Accounting and ERP consulting and SI.
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UndisclosedUndisclosed10 - 49Pittsford, NY
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McDonald Cointot Crouse LLP is a small Accounting company in Pittsford, New York. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Rochester, NY
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Headquartered in Rochester, New York, Brophy, Dailey & Incardona LLP is a small Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Rochester, NY
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Flower City Tax & Accounting, an Accounting company, is based in Rochester, New York. Established in 1983, the team offers Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Quito, Ecuador
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Ccfl Accounting Services Del Ecuador is a Quito, Ecuador-based Accounting and ERP consulting and SI company. They offer Accounting and ERP consulting and SI and were established in 1985.
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UndisclosedUndisclosed2 - 9Fresno, CA
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Launched in 1991, Hodges and Company, CPA is a small Accounting company located in Fresno, California. Their team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Valley Stream, NY
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Wali Syed, CPA is an Accounting company. They are in Valley Stream, New York and have small team. Their team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Flushing, NY
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George Demos, CPA is an Accounting company. Established in 1996, the company is based in Flushing, New York. Their team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Fresno, CA
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Michael Terpening CPA is an Accounting company. Launched in 2005, their team specializes in Accounting.
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UndisclosedUndisclosed2 - 9New York, NY
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Colden Capital is a Business Consulting company. Their small team is based in New York, New York. Their services include Business Consulting and Accounting.
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UndisclosedUndisclosed2 - 9New York, NY
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Brian Davis CPA, PA, a small Accounting company, is located in New York, New York. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Fresno, CA
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Based in Fresno, California, DiPinto & DiPinto, LLP is a small Accounting company. The team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9New York, NY
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Brian Shaltakoff CPA, PLLC is an Accounting company. They focus on Accounting and Business Consulting and were launched in 1995. The agency is located in New York, New York.
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UndisclosedUndisclosed2 - 9Port Washington, NY
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Ablamsky & Company CPAs is an Accounting company. They are headquartered in Port Washington, New York and have small team. Their team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Hamilton, Canada
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Hagar Liao CPA Professional Corporation, a small Accounting company, is located in Hamilton, Canada and Oakville, Canada. The team provides Accounting and HR Consulting.
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UndisclosedUndisclosed2 - 9Crescent City, CA
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Cholwell, Benz & Hartwick, CPA's is a small Crescent City, California-based Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9New York, NY
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Kogen's Financial Services, LLC is an Accounting company. They are in New York, New York and have small team. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Carle Place, NY
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Rogg & Kejriwal LLP is a small Accounting company located in Carle Place, New York. The team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9El Dorado Hills, CA
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Airola CPA & Associates APC is an Accounting company. The El Dorado Hills, California-based agency offers Accounting.
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UndisclosedUndisclosed2 - 9Sea Cliff, NY
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Based in Sea Cliff, New York, Nestor Chopin, CPA, PLLC is a small Accounting company. The team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Sacramento, CA
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Keith Cummings CPA, an Accounting company, is based in Sacramento, California. The team offers Accounting.
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UndisclosedUndisclosed2 - 9Jericho, NY
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Incorvaia & Associates is an Accounting company located in Jericho, New York. They provide Accounting and Business Consulting and were established in 1991.
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UndisclosedUndisclosed2 - 9Bethpage, NY
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Accounting company Susan M. Martin CPA, PC was launched in 2011. The team specializes in 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.