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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UndisclosedUndisclosed50 - 249Los Angeles, CA
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Palm Tree LLC is a Business Consulting company. The team offers Business Consulting and Commercial Financing and is based in Los Angeles, California.
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UndisclosedUndisclosed2 - 9Los Angeles, CA
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Kairos Financial Group, Inc., a Commercial Brokerage Services company, is located in Los Angeles, California. Their services include Commercial Brokerage Services and Accounting.
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UndisclosedUndisclosed2 - 9Colorado Springs, CO
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Finance Strategists is an Accounting company. They were launched in 2020, and their services include Accounting and Financial Advising & Planning.
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UndisclosedUndisclosed2 - 9Austin, TX
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COR Bookkeeping and Business Consulting is an Accounting company. The Austin, Texas-based firm was founded in 2018. Their services include Accounting and Back Office Outsourcing.
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UndisclosedUndisclosed2 - 9Swords, Ireland
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Accounting company Pineapple Strategic Solutions Limited is headquartered in Swords, Ireland. They provide Accounting and Web Development and were founded in 2017.
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UndisclosedUndisclosed2 - 9Phoenix, AZ
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Accounting company Aniles & Company CPA Firm is located in Phoenix, Arizona. Founded in 2016, the team provides Accounting and Commercial Financing.
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UndisclosedUndisclosed50 - 249Scottsdale, AZ
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Equity Methods, an Accounting company, is located in Scottsdale, Arizona. The team specializes in Accounting and HR Consulting.
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UndisclosedUndisclosed10 - 49Norwalk, OH
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Payne, Nickles & Company, a Business Consulting company, was launched in 1980. The small team specializes in Business Consulting and Accounting.
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UndisclosedUndisclosed10 - 49Westerville, OH
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Buckingham Advisors is a small Westerville, Ohio-based Accounting company. Their services include Accounting and Financial Advising & Planning.
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UndisclosedUndisclosed2 - 9Frome, England
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Small Accounting company Short Accountancy Ltd, is in Frome, England. The team offers Accounting.
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UndisclosedUndisclosed50 - 249Powell, OH
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Launched in 1992, Kaiser Consulting is an Accounting company. The team specializes in Accounting and Market Research.
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UndisclosedUndisclosed2 - 9Columbus, OH
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Accounting company Fabrizio & Shultz, LLC is in Columbus, Ohio. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Orlando, FL
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Florida SBDC at UCF is a Business Consulting company. The small Orlando, Florida-based team specializes in Business Consulting and Accounting. The agency was founded in 1978.
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UndisclosedUndisclosed10 - 49Phoenix, AZ
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On the Money is an Accounting and Financial Consulting company in Phoenix, Arizona. They offer Accounting and Financial Consulting.
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UndisclosedUndisclosed2 - 9Gilbert, AZ
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Financial Consulting company Kratzer Consulting specializes in Financial Consulting and Accounting. They are headquartered in Gilbert, Arizona.
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UndisclosedUndisclosed2 - 9Fort Lee, NJ
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TaxBasket, LLC is an Accounting company. Launched in 2016, the team provides Accounting. The company is based in Fort Lee, New Jersey.
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UndisclosedUndisclosed2 - 9Fulton, MD
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Founded in 2003, Cheryl Jefferson & Associates, LLC is a small Fulton, Maryland-based Accounting company. Their team specializes in Accounting and Financial Consulting.
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UndisclosedUndisclosed2 - 9Ottawa, Canada
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MDL Financial Group is a Financial Advising & Planning company. The Ottawa, Canada-based company focuses on Financial Advising & Planning and Insurance Services & Brokers.
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UndisclosedUndisclosed10 - 49Ottawa, Canada
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Exponent Investment Management is a Financial Advising & Planning company. Launched in 2011, the team focuses on Financial Advising & Planning and Business Consulting.
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UndisclosedUndisclosed2 - 9Ottawa, Canada
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Ryan Lamontagne Inc. Is a Business Consulting company. Based in Ottawa, Canada, their small team specializes in Business Consulting and Accounting. The firm was founded in 1994.
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UndisclosedUndisclosed250 - 999Raleigh, NC
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FMI is a Financial Advising & Planning company. The Raleigh, North Carolina-based company was established in 1953. Their services include Financial Advising & Planning and Financial Consulting.
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UndisclosedUndisclosed2 - 9Huntsville, AL
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Launched in 1989, Profit Wise is a small Huntsville, Alabama-based Accounting company. Their services include Accounting and Financial Consulting.
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UndisclosedUndisclosed250 - 999New York, NY
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Berdon, an Accounting company, is based in New York, New York and Jericho, New York. They offer Accounting and Business Consulting and were founded in 1917.
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UndisclosedUndisclosedFreelancerOttawa, Canada
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Priti Lad Professional Corporation is a Corporate Training & Coaching company. The Ottawa, Canada-based team specializes in Corporate Training & Coaching and Financial Advising & Planning.
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UndisclosedUndisclosedFreelancerOttawa, Canada
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Founded in 2004, Alexander Specialized Accounting Services is an Accounting company. The agency specializes in Accounting and Financial Consulting.
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UndisclosedUndisclosed10 - 49Ottawa, Canada
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Lekadir LLP is an Ottawa, Canada-based Accounting company. They offer Accounting and Business Consulting and were founded in 2022.
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UndisclosedUndisclosed2 - 9Ottawa, Canada
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Income Tax Ottawa , a small Accounting company, is in Ottawa, Canada. Their services include Accounting and Financial Consulting.
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UndisclosedUndisclosed2 - 9Ottawa, Canada
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Nathalie Pichard Professional Corporation is an Ottawa, Canada-based Accounting company. They focus on Accounting and Business Consulting.
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UndisclosedUndisclosedFreelancer
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Financial Consulting company Worthfy Financial Literacy Counselling was established in 2022. The team focuses on Financial Consulting and Accounting and is in Toronto, Canada.
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UndisclosedUndisclosed10 - 49New York, NY
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Galleros Robinson is an Accounting company. They are in New York, New York and have small team. Their team focuses on Accounting and Financial Consulting.
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UndisclosedUndisclosed250 - 999New York, NY
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Business Consulting company Makosi was launched in 2006. The company specializes in Business Consulting and Financial Advising & Planning, and is midsize.
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UndisclosedUndisclosed50 - 249Beachwood, OH
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INSIGHT2PROFIT is a Business Consulting company. The firm is headquartered in Beachwood, Ohio and Chicago, Illinois. Their team specializes in Business Consulting and Financial Advising & Planning.
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UndisclosedUndisclosed2 - 9Toronto, Canada
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Established in 2009, TAO Administration is an Accounting company. The team provides Accounting and Financial Advising & Planning.
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UndisclosedUndisclosed2 - 9Windsor, Canada
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Devin Financial Group, a Financial Advising & Planning company, offers Financial Advising & Planning and Funding & Investment. The firm is located in Windsor, Canada.
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UndisclosedUndisclosed2 - 9Vancouver, Canada
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In Vancouver, Canada, Lycos Asset Management Inc. Is a Financial Advising & Planning company. They offer Financial Advising & Planning and Funding & Investment and were launched in 2008.
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UndisclosedUndisclosed2 - 9Vancouver, Canada
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Financial Advising & Planning company Ocean 6 Wealth Advisory focuses on Financial Advising & Planning and Business Consulting. They are in Vancouver, Canada.
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UndisclosedUndisclosed2 - 9Vancouver, Canada
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Pacific Spirit Investment Management Inc. Is a Financial Advising & Planning company. Based in Vancouver, Canada, the company offers Financial Advising & Planning and Business Consulting.
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UndisclosedUndisclosed2 - 9Ottawa, Canada
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Armstrong Jones LLP is an Accounting company. Their team is in Ottawa, Canada and provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Destin, FL
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FamilyVest is a Financial Advising & Planning company. Their team is located in Destin, Florida. The firm focuses on Financial Advising & Planning.
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UndisclosedUndisclosed2 - 9Indianapolis, IN
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Planned Investment Company Inc. Is a Funding & Investment company launched in 1958. The team focuses on Funding & Investment and Insurance Services & Brokers and is in Indianapolis, Indiana.
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UndisclosedUndisclosed10 - 49Indianapolis, IN
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Established in 2001, Sheaff Brock Investment Advisors is a Financial Advising & Planning and Funding & Investment company. The team offers Financial Advising & Planning and Funding & Investment.
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UndisclosedUndisclosed2 - 9Indianapolis, IN
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Founded in 2021, Meridian Investment Advisors, Inc. Is a small Indianapolis, Indiana-based Funding & Investment company. Their services include Funding & Investment and Financial Advising &
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UndisclosedUndisclosed10 - 49Indianapolis, IN
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Column Capital, a small Funding & Investment company, is based in Indianapolis, Indiana. Their services include Funding & Investment and Accounting.
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UndisclosedUndisclosed50 - 249Indianapolis, IN
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Invst, a Funding & Investment company, specialize in Funding & Investment and Financial Advising & Planning. They were founded in 2003.
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UndisclosedUndisclosed10 - 49Ottawa, Canada
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Accounting company Charles Ghadban Accounting is located in Ottawa, Canada. They specialize in Accounting and Business Consulting and were founded in 1992.
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UndisclosedUndisclosed2 - 9Carmel, IN
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Financial Advising & Planning and Funding & Investment company Barrington Investment Company, LLC focuses on Financial Advising & Planning and Funding & Investment. They are in Carmel, Indiana.
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UndisclosedUndisclosedFreelancerOttawa, Canada
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In Ottawa, Canada, Ottawa Consultants is a small Accounting company. The team focuses on Accounting and Public Relations.
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UndisclosedUndisclosed2 - 9Ottawa, Canada
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Based in Ottawa, Canada, Clarity Accounting & Business Consulting is an Accounting company. The team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Calgary, Canada
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KD Professional Services Corp. Is an Accounting company established in 1999. Their team offers Accounting and Corporate Training & Coaching.
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UndisclosedUndisclosed10 - 49Toronto, Canada
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Hillsdale Investment Management Inc. Is a Funding & Investment company. Launched in 1996, their team focuses on Funding & Investment and Business Consulting.
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List of the Top 15 Financial Services Companies
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UndisclosedUndisclosed10 - 49San Francisco, CA
Ability to deliver
38.1/40.019.4/20 Reviews8.9/10 Clients & Experience9.8/10 Market PresenceService focus
10% Financial Advising & Planning90% 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 -
$5,000+$200 - $300 / hr10 - 49Allentown, PA
Ability to deliver
37.2/40.017.6/20 Reviews10/10 Clients & Experience9.6/10 Market PresenceService focus
20% Accounting80% Other -
Undisclosed$200 - $300 / hr10 - 49New York, NY
Ability to deliver
36.9/40.017.4/20 Reviews10/10 Clients & Experience9.5/10 Market PresenceService focus
85% Accounting15% Other -
$1,000+< $25 / hr250 - 999Coimbatore, India
Ability to deliver
36.8/40.017.2/20 Reviews10/10 Clients & Experience9.6/10 Market PresenceService focus
25% Accounting75% 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 -
$1,000+< $25 / hr250 - 999
Ability to deliver
36.2/40.017/20 Reviews10/10 Clients & Experience9.2/10 Market PresenceService focus
90% Accounting10% 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 -
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 - 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+$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 -
$1,000+$50 - $99 / hr10 - 49
Ability to deliver
33.3/40.016.4/20 Reviews7.6/10 Clients & Experience9.2/10 Market PresenceService focus
10% Accounting90% 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 -
UndisclosedUndisclosed10 - 49Londonderry, NH
Ability to deliver
33.1/40.019/20 Reviews6.9/10 Clients & Experience7.2/10 Market PresenceService focus
80% Accounting20% 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 -
UndisclosedUndisclosed50 - 249Syracuse, NY
Ability to deliver
33/40.016.6/20 Reviews8.7/10 Clients & Experience7.7/10 Market PresenceService focus
40% Accounting60% Other -
UndisclosedUndisclosed50 - 249San Francisco, CA
Ability to deliver
33/40.017/20 Reviews9/10 Clients & Experience6.9/10 Market PresenceService focus
45% Accounting55% Other -
UndisclosedUndisclosed10 - 49Dubai, United Arab Emirates
Ability to deliver
32.9/40.017.8/20 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
32.9/40.017.2/20 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 -
$1,000+< $25 / hr50 - 249Dubai, United Arab Emirates
Ability to deliver
32.1/40.018.8/20 Reviews6.6/10 Clients & Experience6.7/10 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 - 249Noida, India
Ability to deliver
32/40.016.4/20 Reviews8.3/10 Clients & Experience7.3/10 Market PresenceService focus
80% Accounting20% Other -
$1,000+$150 - $199 / hr10 - 49Victoria, Canada
Ability to deliver
31.9/40.016.4/20 Reviews8.6/10 Clients & Experience7/10 Market PresenceService focus
50% Accounting50% Other -
$1,000+$25 - $49 / hr50 - 249
Ability to deliver
31.9/40.016.4/20 Reviews10/10 Clients & Experience5.5/10 Market PresenceService focus
50% Accounting50% Other -
UndisclosedUndisclosed50 - 249New York, NY
Ability to deliver
31.9/40.017.4/20 Reviews8.3/10 Clients & Experience6.1/10 Market PresenceService focus
34% Accounting66% 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
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.