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 - 9Scarsdale, NY
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Abigail's Temp Inc. Is an Accounting and Staffing company. They are located in Scarsdale, New York and have small team of experts. Their services include Accounting and Staffing.
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UndisclosedUndisclosed10 - 49Bayamón, Puerto Rico
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Accounting company Calderon Blanco & Co.CPA CSP was established in 1996. In Bayamón, Puerto Rico, the team offers Accounting.
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UndisclosedUndisclosedFreelancerWilmington, NC
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Financial Forensic is an Accounting company. Headquartered in Wilmington, North Carolina, the team provides Accounting and Financial Consulting.
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UndisclosedUndisclosed10 - 49San Antonio, TX
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Robert W. Douglas CPA, LLC RWD CPA, LLC is a small Accounting company based in San Antonio, Texas. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Simpsonville, SC
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Headquartered in Simpsonville, South Carolina, Embark Business Solutions, LLC is a small web design company. Their services include Web Design and Logo.
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UndisclosedUndisclosed2 - 9Dacula, GA
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Jackson Consulting is an Accounting company. Headquartered in Dacula, Georgia, their small team specializes in Accounting. The agency was launched in 2017.
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UndisclosedUndisclosed10 - 49Houston, TX
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Small Accounting company Patterson Tax Firm LLC, is in Houston, Texas. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49McLean, VA
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Established in 2009, Heartland Energy Partners LLC is a small Business Consulting company. Their services include Business Consulting and Accounting.
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UndisclosedUndisclosed2 - 9Greenbelt, MD
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Brown & Company CPAs and Management Consultants, PLLC is an Accounting company. They specialize in Accounting and are in Greenbelt, Maryland.
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UndisclosedUndisclosed2 - 9Miami, FL
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Headquartered in Miami, Florida, TriMerge Consulting Group, PA is an Accounting company. They focus on Accounting and Business Consulting and were established in 2003.
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UndisclosedUndisclosed2 - 9
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Robin R. Smith, CPA, an Accounting company, specialize in Accounting. They were founded in 2002.
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UndisclosedUndisclosed2 - 9Atlanta, GA
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Accounting company Welch Financial Advisors, LLC was founded in 2013. The team specializes in Accounting and Financial Consulting and is located in Atlanta, Georgia.
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UndisclosedUndisclosed10 - 49Torrance, CA
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Jc Accountancy Corporation is an Accounting company. Their small team of employees is based in Torrance, California. Their team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Fairfax, VA
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Accounting company FINTAL is based in Fairfax, Virginia. They specialize in Accounting and Financial Advising & Planning.
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UndisclosedUndisclosed2 - 9Melissa, TX
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In Melissa, Texas, Simplii Inc. Is an Accounting company. The team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Ellicott City, MD
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A.B. Reed & Associates, LLC is an Accounting company. Their team is located in Ellicott City, Maryland. The company offers Accounting and Insurance Services & Brokers.
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UndisclosedUndisclosed2 - 9Minneola, FL
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William Soria, CPA LLC is an Accounting company. They offer Accounting and Business Consulting and were established in 2015. The agency is in Minneola, Florida.
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UndisclosedUndisclosed50 - 249Washington, DC
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Federal Management Systems, Inc. Is an Accounting company established in 1990. Located in Washington, District of Columbia, the team specializes in Accounting and IT managed services.
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UndisclosedUndisclosed10 - 49San Juan, Puerto Rico
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Based in San Juan, Puerto Rico, eliteBco is a Financial Consulting company. They specialize in Financial Consulting and IT managed services and were founded in 2009.
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UndisclosedUndisclosed2 - 9Greenbelt, MD
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PRECISE FEDERAL CONSULTING is a small Greenbelt, Maryland-based IT strategy consulting company. The team provides IT strategy consulting and Cybersecurity.
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UndisclosedUndisclosed10 - 49Silver Spring, MD
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Established in 1991, Tai Pedro & Associates, P.C is an Accounting company. Their services include Accounting and IT managed services.
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UndisclosedUndisclosed50 - 249Birmingham, AL
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Midsize Accounting company Banks, Finley, White & Co., is located in Birmingham, Alabama. The team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Arlington, TX
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Nina Jones CPA PLLC is an Accounting company. Their small team is in Arlington, Texas. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Atlanta, GA
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AARC-360 is an Accounting company. Founded in 2014, the firm is located in Atlanta, Georgia. Their team provides Accounting and Financial Advising & Planning.
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UndisclosedUndisclosed2 - 9St. Louis, MO
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Founded in 2016, Fin-Acctg Inc is a small Business Consulting and Accounting company. Their team offers Business Consulting and Accounting.
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UndisclosedUndisclosed2 - 9Silver Spring, MD
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Headquartered in Silver Spring, Maryland, The CTS Group, LLC is an Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Washington, DC
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Gagne Associates CPAs is an e-commerce development company. They were founded in 2009, and their services include E-Commerce Development and Business Consulting.
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UndisclosedUndisclosed2 - 9Columbia, MD
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Numa Management Associates is an IT managed services company established in 2013. Their services include IT managed services and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed2 - 9Naperville, IL
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GLORIFY ACCOUNTING AND TAX CONSULT LLC, an Accounting company, is headquartered in Naperville, Illinois. Established in 2017, the team provides Accounting.
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UndisclosedUndisclosed10 - 49Chicago, IL
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Small Accounting company Adelfia LLC, is headquartered in Chicago, Illinois. The team specializes in Accounting.
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UndisclosedUndisclosed10 - 49West Lake Hills, TX
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Launched in 2003, Valforce, Inc. Is a small West Lake Hills, Texas-based Accounting company. Their team offers Accounting and Insurance Services & Brokers.
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UndisclosedUndisclosedFreelancerConyers, GA
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C.R.S. Bookkeeping Plus is a small Conyers, Georgia-based Accounting and Financial Advising & Planning company. Their services include Accounting and Financial Advising & Planning.
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UndisclosedUndisclosed10 - 49Brandon, FL
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A&A Financial Tax Services, an Accounting company, is based in Brandon, Florida. They specialize in Accounting and Financial Advising & Planning and were founded in 2016.
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UndisclosedUndisclosed2 - 9West Sacramento, CA
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Chan Phomthevy Pro Services, Inc., a small Accounting and Financial Advising & Planning company, is based in West Sacramento, California. The team offers Accounting and Financial Advising &
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UndisclosedUndisclosed10 - 49Raleigh, NC
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CALLOWAY & ASSOCIATES, INC. Is an IT managed services company headquartered in Raleigh, North Carolina. Launched in 1985, the team provides IT managed services and Accounting.
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UndisclosedUndisclosed10 - 49Pasadena, CA
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Accounting company Sotomayor & Associates LLP was founded in 1992. In Pasadena, California, the team specializes in Accounting and Financial Advising & Planning.
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UndisclosedUndisclosed10 - 49Gaithersburg, MD
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I-VisioNET, Inc. Is a Cybersecurity company launched in 2000. The company specializes in Cybersecurity and Custom Software Development.
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UndisclosedUndisclosed2 - 9Alexandria, VA
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Palco LLC is an Accounting company. They are based in Alexandria, Virginia and have small team. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Pembroke Pines, FL
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Small Business Information & Resources Corp. Is an Accounting company founded in 1995. Based in Pembroke Pines, Florida, the team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Houston, TX
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Horizon Advisory LLC, an Accounting company, is based in Houston, Texas. They provide Accounting and were launched in 1999.
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UndisclosedUndisclosed2 - 9Flushing, NY
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TANTANCHENG LLC is a small Accounting company headquartered in Flushing, New York. Their services include Accounting.
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UndisclosedUndisclosed2 - 9
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Peek, LLC is a small Washington, Washington-based Accounting and Financial Advising & Planning company. Their services include Accounting and Financial Advising & Planning.
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UndisclosedUndisclosed50 - 249McLean, VA
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Heartland Consulting is a McLean, Virginia-based Accounting company. They specialize in Accounting and were founded in 2009.
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UndisclosedUndisclosed2 - 9Fredericksburg, VA
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Small business intelligence company Pueo - St. Michael's Joint Venture, is in Fredericksburg, Virginia. Their services include BI & big data consulting & SI and Cybersecurity.
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UndisclosedUndisclosed2 - 9Baltimore, MD
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Established in 1995, Immediate System Resources, Inc. Is an IT managed services company. The team focuses on IT managed services and Custom Software Development.
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UndisclosedUndisclosed10 - 49Guaynabo, Puerto Rico
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Business Consulting company Cedrela Consulting Group is based in Guaynabo, Puerto Rico. They specialize in Business Consulting and IT strategy consulting and were launched in 2015.
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UndisclosedUndisclosed2 - 9Columbia, MD
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Launched in 2009, Intelligent Fiscal Optimal Solutions is an Accounting company. The team offers Accounting and Financial Consulting.
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UndisclosedUndisclosed2 - 9Harlingen, TX
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Juarez CPA Firm is an Accounting company launched in 2015. The agency focuses on Accounting, and is small.
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UndisclosedUndisclosed2 - 9Laurel, MD
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Tettragon is a small Marketing Strategy company headquartered in Laurel, Maryland. Their services include Marketing Strategy and IT strategy consulting.
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UndisclosedUndisclosed2 - 9Rockville, MD
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NLH Contracting is a Business Consulting company. Their small team is based in Rockville, Maryland. Their services include Business Consulting and Accounting.
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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
32.5/40.016.8/20 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.