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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UndisclosedUndisclosed10 - 49Adelaide, Australia
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PKF Australia is an Accounting and Financial Advising & Planning company in Adelaide, Australia and Brisbane City, Australia. They offer Accounting and Financial Advising & Planning.
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UndisclosedUndisclosed50 - 249Houston, TX
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The Sterling Group is a Funding & Investment company. Headquartered in Houston, Texas, their team provides Funding & Investment and Financial Advising & Planning.
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UndisclosedUndisclosed2 - 9Adelaide, Australia
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Morris Forensic is an Accounting and Business Valuation Services company. Based in Adelaide, Australia, their team provides Accounting and Business Valuation Services.
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UndisclosedUndisclosedFreelancerBroadbeach, Australia
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Otto Chartered Accountants is an Accounting company. Their small team is located in Broadbeach, Australia. Their services include Accounting and Business Valuation Services.
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UndisclosedUndisclosed2 - 9Brisbane City, Australia
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Founded in 2016, Lotus Amity is an Accounting and Business Valuation Services company. Their services include Accounting and Business Valuation Services.
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UndisclosedUndisclosed10 - 49Houston, TX
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Hancock Firm is a Business Consulting company. They were established in 2004, and their services include Business Consulting and Accounting.
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UndisclosedUndisclosed50 - 249
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Strategic Value Partners is a Financial Advising & Planning company. The Greenwich, Connecticut-based firm focuses on Financial Advising & Planning and Funding & Investment.
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UndisclosedUndisclosed50 - 249Chicago, IL
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Ocean Tomo is a Financial Advising & Planning and Business Valuation Services company. Founded in 2003, the team provides Financial Advising & Planning and Business Valuation Services.
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UndisclosedUndisclosed10 - 49New Orleans, LA
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Based in New Orleans, Louisiana, Chaffe & Associates, Inc. Is a Financial Advising & Planning company. The team specializes in Financial Advising & Planning and Business Valuation Services.
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UndisclosedUndisclosed2 - 9Los Angeles, CA
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Strategic Value Group, LLC, a Business Valuation Services company, is based in Los Angeles, California. The team focuses on Business Valuation Services and Business Consulting.
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UndisclosedUndisclosed10 - 49Chicago, IL
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Willamette Management Associates is a Financial Advising & Planning and Business Valuation Services company. Their services include Financial Advising & Planning.
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UndisclosedUndisclosed2 - 9Hope, NJ
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Hotel Valuation & Cost Segregation Services, LLC is an Accounting and Business Valuation Services company. They were established in 2019 and focus on Accounting and Business Valuation Services.
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UndisclosedUndisclosed50 - 249Cleveland, OH
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MarshBerry is a Business Consulting company. Their midsize team is in Cleveland, Ohio. Their services include Business Consulting and Commercial Financing.
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UndisclosedUndisclosed2 - 9
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Launched in 2001, BizValue, Ltd. Is a small Greenlawn, New York-based Financial Advising & Planning company. Their team provides Financial Advising & Planning and Business Valuation Services.
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UndisclosedUndisclosed2 - 9Los Angeles, CA
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Accounting and Business Valuation Services company Fulcrum Financial Inquiry LLP was established in 2002. The small team specializes in Accounting and Business Valuation Services.
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UndisclosedUndisclosed10 - 49Montréal, Canada
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IJW & Co., Ltd. Is a Montréal, Canada-based Business Valuation Services company. Established in 2004, the team focuses on Business Valuation Services and Accounting.
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UndisclosedUndisclosedFreelancerNewport Beach, CA
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Launched in 1999, Newport Valuations is an Accounting company. The agency focuses on Accounting and Business Valuation Services, and is small.
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UndisclosedUndisclosed2 - 9
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Headquartered in New York, New York, New York Business Valuation Group, Inc. Is a Business Consulting company. Founded in 2006, the team offers Business Consulting and Accounting.
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UndisclosedUndisclosed2 - 9
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OP Business Valuations is a Palm Desert, California-based Business Valuation Services company. Founded in 2022, the team focuses on Business Valuation Services and Commercial Financing.
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UndisclosedUndisclosed2 - 9Edison, NJ
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Urbach & Avraham, CPAs, LLP, an Accounting company, is headquartered in Edison, New Jersey. They specialize in Accounting and Business Valuation Services and were launched in 1991.
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UndisclosedUndisclosed10 - 49Upper Saddle River, NJ
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Accounting and Business Valuation Services company Tsamutalis & Company, LLC focuses on Accounting and Business Valuation Services. They are in Upper Saddle River, New Jersey and Teaneck, New
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UndisclosedUndisclosed10 - 49Cincinnati, OH
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Flynn & Company, Inc. Is a small Accounting company launched in 1994. Their team specializes in Accounting and Business Valuation Services.
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UndisclosedUndisclosed50 - 249Coral Gables, FL
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AbitOs, CPAs and Advisors is an Accounting company. They offer Accounting and Business Valuation Services and are headquartered in Coral Gables, Florida.
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UndisclosedUndisclosed2 - 9Reston, VA
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Accounting company Management Concepts CPAs & Consultants was established in 2014. The agency focuses on Accounting and Business Valuation Services.
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UndisclosedUndisclosed2 - 9Los Angeles, CA
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Abrams Valuation Group, Inc. Is a Business Valuation Services company. Based in Los Angeles, California, the company focuses on Business Valuation Services and Business Consulting.
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UndisclosedUndisclosed10 - 49Toledo, OH
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ProBank Education Services Powered By FORVIS, a Corporate Training & Coaching company, is based in Toledo, Ohio. The team specializes in Corporate Training & Coaching and Accounting.
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UndisclosedUndisclosed2 - 9Syosset, NY
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Legacy Edge is a Financial Advising & Planning company. The team offers Financial Advising & Planning and is based in Syosset, New York.
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UndisclosedUndisclosedFreelancerToronto, Canada
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The P49 Agency Group (o/a), an Accounting company, is in Toronto, Canada. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosedFreelancerHuddersfield, England
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Located in Huddersfield, England, Direct Business Support Ltd is a small IT strategy consulting company. Their services include IT strategy consulting and Business Consulting.
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UndisclosedUndisclosed10 - 49San Jose, CA
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Towne Advisory Services is a small Business Valuation Services company. They specialize in Business Valuation Services and Finance & Accounting Outsourcing (FAO) and were established in 2013.
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UndisclosedUndisclosed50 - 249Houston, TX
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AlliantTalent is a midsize Business Valuation Services company founded in 2019. Their services include Business Valuation Services and Accounting.
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UndisclosedUndisclosed10 - 49Abilene, TX
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Condley and Company, L.L.P. Is a Business Consulting company established in 1939. Their services include Business Consulting and Accounting.
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UndisclosedUndisclosed2 - 9Lake Forest, IL
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Business Valuation Services company EBIT Associates, Ltd. Is located in Lake Forest, Illinois and Scottsdale, Arizona. They offer Business Valuation Services and Funding & Investment.
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UndisclosedUndisclosed1,000 - 9,999Chicago, IL
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Accounting company Stout Risius Ross, LLC was launched in 1991. The team offers Accounting and Business Valuation Services and is in Chicago, Illinois.
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UndisclosedUndisclosed10 - 49Lewisville, TX
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Global Wealth Advisors, a Business Valuation Services company, is based in Lewisville, Texas. Established in 2008, the team focuses on Business Valuation Services and Financial Advising & Planning.
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UndisclosedUndisclosed2 - 9Orlando, FL
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Accounting Alliance for Small business, P.A. Is an Accounting company. Launched in 2003, their team focuses on Accounting and Business Valuation Services.
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UndisclosedUndisclosed10 - 49East Lansing, MI
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Launched in 1996, Anderson Economic Group, LLC. Is a small East Lansing, Michigan-based Market Research company. Their team provides Market Research and Business Valuation Services.
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UndisclosedUndisclosed10 - 49Peachtree City, GA
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Strategic Tax Advisory is a small Accounting company launched in 2019. Their team focuses on Accounting and Financial Advising & Planning.
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UndisclosedUndisclosed10 - 49Chantilly, VA
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Stitely & Karstetter, CPAs is an Accounting company founded in 1989. The team specializes in Accounting and Financial Advising & Planning and is in Chantilly, Virginia.
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UndisclosedUndisclosed2 - 9St. George, UT
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Staheli & Jacobsen, CPAs, an Accounting company, was launched in 2009. They provides Accounting and Financial Advising & Planning.
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UndisclosedUndisclosed2 - 9Miller Place, NY
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Howard S. Cohen CPA PC is a Miller Place, New York-based Business Consulting company. Their services include Business Consulting and Accounting.
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UndisclosedUndisclosed2 - 9Concord, MA
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DiDonato & Company CPAs is an Accounting company. The team is in Concord, Massachusetts, and their services include Accounting and Business Valuation Services.
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UndisclosedUndisclosed50 - 249Metairie, LA
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Kushner LaGraize, LLC is a Business Consulting company. They are based in Metairie, Louisiana. Their team provides Business Consulting and Commercial Financing.
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UndisclosedUndisclosed2 - 9Melbourne, FL
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TREP Advisors is a Commercial Financing company. They are in Melbourne, Florida and have small team. They provide Commercial Financing and Business Valuation Services.
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UndisclosedUndisclosed10 - 49Saint Paul, MN
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Accounting company Ramsay and Associates, Ltd. Is in Saint Paul, Minnesota. The team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed50 - 249
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CRR, LLP, an Accounting company, is headquartered in Wakefield, Massachusetts. The team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Frankfort, IL
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Hawtree & Associates is an Accounting company. In Frankfort, Illinois, their small team provides Accounting and Business Valuation Services. The agency was founded in 2005.
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UndisclosedUndisclosed2 - 9Irving, TX
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Tax Time and Financial Services is an Accounting company. Their small team is based in Irving, Texas. Their team provides Accounting and Business Valuation Services.
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UndisclosedUndisclosed2 - 9Valparaiso, IN
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Financial Advising & Planning company Harvest Wealth Partners is in Valparaiso, Indiana. They provide Financial Advising & Planning and Insurance Services & Brokers and were established in 2008.
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UndisclosedUndisclosed250 - 999Edina, MN
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Abdo is an Accounting company. Headquartered in Edina, Minnesota and Mankato, Minnesota, the team specializes in Accounting and Business Valuation Services.
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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.