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 - 9Fairfax, VA
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JayBro Group LLC is an Accounting company founded in 1998. The company offers Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49San Diego, CA
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Imperium First Consulting is an Accounting company. Their small team is in San Diego, California. Their team offers Accounting.
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UndisclosedUndisclosed10 - 49Davison, MI
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Accounting company Completion Enterprises, LLC. Is located in Davison, Michigan. The team focuses on Accounting and Financial Consulting.
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UndisclosedUndisclosed10 - 49Washington, DC
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2ndWave LLC is a Business Consulting and Financial Advising & Planning company. Their services include Business Consulting.
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UndisclosedUndisclosed2 - 9Woburn, MA
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Based in Woburn, Massachusetts, FinAccurate, LLC is a small Accounting company. Their services include Accounting and Financial Advising & Planning.
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UndisclosedUndisclosed50 - 249Arlington, VA
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Changeis, Inc., a Market Research company, is located in Arlington, Virginia. Their services include Market Research and BI & big data consulting & SI.
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UndisclosedUndisclosed2 - 9McDonough, GA
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Taxbattle.com is a Business Consulting and Accounting company. They provide Business Consulting and Accounting and were founded in 2006. The agency is based in McDonough, Georgia.
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UndisclosedUndisclosed2 - 9Hyattsville, MD
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Carter Management & Consulting LLC is a small Accounting company launched in 2018. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Cumberland, RI
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Mavenly Consultants is an Accounting company. Their small team is in Cumberland, Rhode Island. Their services include Accounting and Financial Consulting.
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UndisclosedUndisclosed2 - 9Bethesda, MD
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NicSquared Solutions, a small Accounting company, is located in Bethesda, Maryland. The team offers Accounting and Cybersecurity.
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UndisclosedUndisclosed2 - 9Albuquerque, NM
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MONCOR CONSULTING AND BUSINESS SOLUTIONS LLC, a Business Consulting company, is in Albuquerque, New Mexico. The team provides Business Consulting and Accounting.
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UndisclosedUndisclosed10 - 49Chesterfield, VA
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Accounting company Squire's Office Services, LLC was launched in 1997. The small team focuses on Accounting and Custom Software Development.
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UndisclosedUndisclosed2 - 9Washington, DC
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K-Consulting Group LLC is a Financial Consulting company. They offer Financial Consulting and Accounting and are based in Washington, District of Columbia.
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UndisclosedUndisclosed2 - 9Jacksonville, FL
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SNAP Bookkeeping & Accounting is an Accounting company. Their small team is located in Jacksonville, Florida. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Catonsville, MD
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WADDY ACCOUNTING SERVICES, LLC, an Accounting company, was launched in 1970. The team offers Accounting and is headquartered in Catonsville, Maryland.
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UndisclosedUndisclosed10 - 49Guaynabo, Puerto Rico
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Falcón Sánchez & Associates, PSC is a small Accounting company established in 1981. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Sheung Wan, Hong Kong
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Founded in 2013, FastLane CPA Limited is an Accounting company. The team specializes in Accounting and HR Consulting and is located in Sheung Wan, Hong Kong.
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UndisclosedUndisclosed2 - 9Los Angeles, CA
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PROCESS Strategies, LLC, an Accounting company, is based in Los Angeles, California. They offer Accounting and Web Design and were launched in 2018.
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UndisclosedUndisclosed2 - 9Rockville, MD
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Accounting company Horizon Professional Business Solutions (HPBS), LLC specializes in Accounting. They are headquartered in Rockville, Maryland.
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UndisclosedUndisclosed10 - 49Alexandria, VA
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Beacon Federal Solutions, LLC is a small Accounting company based in Alexandria, Virginia. The team focuses on Accounting and Cybersecurity.
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UndisclosedUndisclosed2 - 9Los Angeles, CA
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Leis Consulting Group, an Accounting company, was launched in 2015. The team offers Accounting and Staffing.
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UndisclosedUndisclosed2 - 9Wilmington, DE
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Smith & Associates Tax Business, LLC is a small Accounting company in Wilmington, Delaware. The team provides Accounting.
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UndisclosedUndisclosed2 - 9San Antonio, TX
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Aikens Powerful and Elite Solutions LLC is an Accounting company. They are located in San Antonio, Texas and have small team. Their team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Uniondale, NY
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Located in Uniondale, New York, Evolution Legal Billing & Bookkeeping LLC is an Accounting company. The team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Houston, TX
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Aynat Ambition Inc., an Accounting company, is headquartered in Houston, Texas. Launched in 2018, the team focuses on Accounting.
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UndisclosedUndisclosed2 - 9BRANDYWINE, MD
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CNJ Consulting, LLC, a Business Consulting and Financial Advising & Planning company, was launched in 2012. The firm provides Business Consulting and Financial Advising & Planning, and is small.
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UndisclosedUndisclosed2 - 9Riverview, FL
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Career Match Solutions is an Accounting company launched in 2006. The firm specializes in Accounting and IT managed services.
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UndisclosedUndisclosed2 - 9Gallatin, TN
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Fastax Notary, an Accounting company, was established in 2019. The small team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Toledo, OH
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Commercial Financing and Financial Advising & Planning company Personal Growth Network Consulting is based in Toledo, Ohio. They provide Commercial Financing and Financial Advising & Planning.
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UndisclosedUndisclosed2 - 9New York, NY
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Founded in 2009, AJOY is an Accounting company. Their services include Accounting and Financial Advising & Planning.
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UndisclosedUndisclosed10 - 49Westchester, IL
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Ivory Financial Services, Inc is an Accounting company. Their small team is headquartered in Westchester, Illinois. Their team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Columbia, MD
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Cabezon Group is a Business Consulting company located in Columbia, Maryland. They focus on Business Consulting and Advertising.
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UndisclosedUndisclosed50 - 249Columbia, MD
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Booth Management Consulting, LLC is an Accounting company. They are in Columbia, Maryland and have midsize team. They offer Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Columbus, OH
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Sritech Global is an IT managed services company. The team is headquartered in Columbus, Ohio, and their services include IT managed services and BI & big data consulting & SI.
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UndisclosedUndisclosed10 - 49Laurel, MD
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Located in Laurel, Maryland, Strategic Analytix is a small Cybersecurity company. The team provides Cybersecurity and Financial Advising & Planning.
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UndisclosedUndisclosed2 - 9
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THRIVE BIZ CONSULTANT is a Business Consulting company. They were founded in 2019, and their services include Business Consulting and Accounting.
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UndisclosedUndisclosed2 - 9Sacramento, CA
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Hui Tax Consulting is an Accounting company. They are located in Sacramento, California, and their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Newark, DE
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Curucaye, LLC is an IT managed services company. The Newark, Delaware-based firm specializes in IT managed services and Accounting.
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UndisclosedUndisclosed2 - 9Houston, TX
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Launched in 2013, Taylor Glenn Consulting is an Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosedFreelancerSouthfield, MI
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Wow Tax & Advisory Service is an Accounting company. Their small team of employees is in Southfield, Michigan. Their team focuses on Accounting and Financial Consulting.
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UndisclosedUndisclosed2 - 9Lansing, IL
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Based in Lansing, Illinois, Craib Accounting is a small Accounting company. The team provides Accounting.
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UndisclosedUndisclosed10 - 49suite, Guam
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Sanford Technology Group LLC, an Accounting and HR Consulting company, is located in suite, Guam. Launched in 2001, the team specializes in Accounting and HR Consulting.
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UndisclosedUndisclosed2 - 9Atlanta, GA
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Mack Services Enterprise, Inc. Is an Accounting company. Their small team is headquartered in Atlanta, Georgia. Their services include Accounting.
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UndisclosedUndisclosed10 - 49San Antonio, TX
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VSC Insurance is a San Antonio, Texas-based Financial Advising & Planning company. Their services include Financial Advising & Planning.
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UndisclosedUndisclosed10 - 49Arlington, VA
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Kent Campa and Kate Incorporated is an IT managed services company based in Arlington, Virginia. The team provides IT managed services and Business Consulting.
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UndisclosedUndisclosed2 - 9Upper Marlboro, MD
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Accounting company Centric Business Solutions, LLC is located in Upper Marlboro, Maryland. They offer Accounting and Business Consulting and were launched in 2014.
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UndisclosedUndisclosed2 - 9Medina, OH
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Back Office Outsourcing company GPI Enterprises Inc. Is headquartered in Medina, Ohio. They provide Back Office Outsourcing and Accounting.
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UndisclosedUndisclosed2 - 9Lake Cormorant, MS
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Small Accounting company 301/MIA TAX SERVICES, is in Lake Cormorant, Mississippi. The team provides Accounting.
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UndisclosedUndisclosed2 - 9Mokena, IL
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Barbee Tax Consulting, LLC is an Accounting company. They are headquartered in Mokena, Illinois and have small team. They specialize in Accounting.
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UndisclosedUndisclosed2 - 9Allen, TX
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Headquartered in Allen, Texas, Mikiba, LLC is an Accounting company. Launched in 2015, the team offers Accounting and Staffing.
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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+$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+$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+< $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.