Top Financial Services Firms
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$50,000+$200 - $300 / hr10 - 49Bee Cave, TXServices provided
See all 7 projectsCSTMR is a digital marketing agency specializing in branding, web development, and fintech marketing strategies. Their reviews reflect a high level of satisfaction, with 100% of clients impressed by their deep industry knowledge and responsive project management. Clients frequently commend CSTMR's ability to deliver on time and their strategic approach to content and SEO, highlighting a seamless integration into client teams for successful project outcomes.
$25,000+Undisclosed250 - 999Sydney, AustraliaServices provided
See all 2 projectsTalent Formula is an accounting services firm that specializes in talent acquisition and management for industry-specific needs, including financial analysts and accountants. They have been praised for their efficient recruitment process and cultural alignment, contributing to a 100% positive feedback rate for their support in business growth and team integration.
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UndisclosedUndisclosed2 - 9New York, NY
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Headquartered in New York, New York, Longwave Financial, LLC is a small Financial Advising & Planning company. Their services include Financial Advising & Planning and Funding & Investment.
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UndisclosedUndisclosed10 - 49Tampa, FL
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ONE10 is a Business Consulting company. The team is based in Tampa, Florida, and their services include Business Consulting and Accounting.
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UndisclosedUndisclosed2 - 9Albany, NY
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Valuation Resource Group LLC is a Business Valuation Services company. Launched in 2000, their team offers Business Valuation Services and Financial Advising & Planning.
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UndisclosedUndisclosed2 - 9Sacramento, CA
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Vista Valuations, LLC is an Accounting and Business Valuation Services company established in 2006. The agency specializes in Accounting and Business Valuation Services.
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UndisclosedUndisclosed10 - 49Ottawa, Canada
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Affiliated Property Group is a small Ottawa, Canada-based Financial Advising & Planning company. The team focuses on Financial Advising & Planning and Business Valuation Services.
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UndisclosedUndisclosed2 - 9Orlando, FL
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Valuation & Litigation Services, LLC is a small Orlando, Florida-based Accounting and Business Valuation Services company. Their services include Accounting and Business Valuation Services.
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UndisclosedUndisclosed1,000 - 9,999Los Angeles, CA
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B. Riley Financial is a Los Angeles, California-based Commercial Financing company. They specialize in Commercial Financing and Accounting and were founded in 1997.
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UndisclosedUndisclosed2 - 9Houston, TX
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Established in 2007, Convergent Capital Appraisers is a Business Valuation Services company. The company focuses on Business Valuation Services and Accounting, and is small.
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UndisclosedUndisclosed2 - 9Calgary, Canada
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Launched in 2007, CTL Business Group is a Business Valuation Services company. The team provides Business Valuation Services and Commercial Financing and is in Calgary, Canada and Irvine,
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UndisclosedUndisclosed2 - 9Calgary, Canada
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Kahn Halpern Marshall is an Accounting company based in Calgary, Canada. They offer Accounting and Business Valuation Services and were launched in 1997.
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UndisclosedUndisclosed2 - 9Calgary, Canada
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Launched in 2007, Stanley Accounting Prof. Corp. Is a small Accounting company. Their team offers Accounting and Business Valuation Services.
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UndisclosedUndisclosed2 - 9Calgary, Canada
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Seguro LLP, a small Accounting company, is in Calgary, Canada and Calgary, Canada. Their services include Accounting and Business Valuation Services.
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UndisclosedUndisclosed10 - 49Brooks, Canada
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JMH & Co. Accounting, an Accounting company, specializes in Accounting and Commercial Financing. The company is in Brooks, Canada and Medicine Hat, Canada.
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UndisclosedUndisclosed10 - 49Calgary, Canada
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LNS, an Accounting company, was established in 1979. The team focuses on Accounting and Commercial Financing and is located in Calgary, Canada.
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UndisclosedUndisclosed2 - 9Calgary, Canada
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ENGAGE is an Accounting company located in Calgary, Canada. The team focuses on Accounting and Business Valuation Services.
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UndisclosedUndisclosed2 - 9Calgary, Canada
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Small Accounting company Meng Chartered Professional Accountants, is headquartered in Calgary, Canada. Their services include Accounting and Business Valuation Services.
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UndisclosedUndisclosedFreelancer
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FinComm Services is a Business Valuation Services company. Founded in 2019, the firm offers Business Valuation Services and Financial Advising & Planning.
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UndisclosedUndisclosed2 - 9Calgary, Canada
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Based in Calgary, Canada, Roberts & Company is a small Accounting company. Their services include Accounting and Business Valuation Services.
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UndisclosedUndisclosed2 - 9Calgary, Canada
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Masone and Company CPA is an Accounting company in Calgary, Canada. They provide Accounting and Business Valuation Services and were established in 1984.
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UndisclosedUndisclosed2 - 9Calgary, Canada
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Based in Calgary, Canada, Dart Bryant LLP is a small Accounting company. The team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Calgary, Canada
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Accel Professional Corporation is an Accounting company. They focus on Accounting and Business Valuation Services and are in Calgary, Canada.
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UndisclosedUndisclosed2 - 9Calgary, Canada
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Skyline Tax and Accounting Services is an Accounting company. The Calgary, Canada-based agency was established in 2016. Their team specializes in Accounting and Business Valuation Services.
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UndisclosedUndisclosed2 - 9Calgary, Canada
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MBD LLP Chartered Professional Accountants is an Accounting company. They are based in Calgary, Canada and have small team. Their services include Accounting and Business Valuation Services.
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UndisclosedUndisclosed2 - 9Calgary, Canada
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Launched in 2021, VA Brown CPA Professional Corporation is a small Calgary, Canada-based Accounting company. Their team focuses on Accounting and Business Valuation Services.
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UndisclosedUndisclosed2 - 9Calgary, Canada
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First Choice Accounting & Tax, a small Accounting company, is in Calgary, Canada. The team offers Accounting and Business Valuation Services.
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UndisclosedUndisclosed1,000 - 9,999New York, NY
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Established in 1891, PKF O'Connor Davies is a Business Consulting company. The team specializes in Business Consulting and Cybersecurity and is based in New York, New York and Miami, Florida.
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UndisclosedUndisclosed2 - 9Calgary, Canada
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Accounting company Tim Schaufele Professional Corporation is located in Calgary, Canada. They focus on Accounting and Finance & Accounting Outsourcing (FAO) and were launched in 2011.
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UndisclosedUndisclosed2 - 9Atlanta, GA
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Silver Oak Advisors, LLC is a Compliance Consulting company. Their team is based in Atlanta, Georgia and offers Compliance Consulting and Accounting.
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UndisclosedUndisclosed2 - 9Wakefield, MA
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Provanzano & Marchesiani P.C. Is an Accounting company. Launched in 1986, their team offers Accounting and Compliance Consulting.
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UndisclosedUndisclosed2 - 9Washington, DC
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Based in Washington, District of Columbia, US International Tax Advisors is a small Accounting company. The team offers Accounting and Compliance Consulting.
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UndisclosedUndisclosed2 - 9Québec, Canada
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Fortin Gaignard, a Business Valuation Services company, was launched in 2008. The company focuses on Business Valuation Services and Commercial Financing.
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UndisclosedUndisclosed10 - 49Southlake, TX
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Kral Ussery LLC is an Accounting company. Located in Southlake, Texas and Las Vegas, Nevada, their small team offers Accounting and Business Valuation Services. The agency was founded in 2017.
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UndisclosedUndisclosed2 - 9Dallas, TX
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Full Scope Insights, a branding firm, is based in Dallas, Texas. They specialize in Branding and Business Consulting and were founded in 2022.
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UndisclosedUndisclosed50 - 249Winnipeg, Canada
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Cushman & Wakefield | Stevenson is a midsize Commercial Brokerage Services company. They offer Commercial Brokerage Services and Commercial Property Management and were established in 2015.
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UndisclosedUndisclosed2 - 9Parramatta, Australia
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LETAX GROUP CPAs & Advisors is an Accounting company. They specialize in Accounting and Financial Advising & Planning and were established in 2014.
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UndisclosedUndisclosedFreelancerSydney, Australia
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Oceania Advisory, a small Accounting and Business Valuation Services company, is based in Sydney, Australia. Their services include Accounting and Business Valuation Services.
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UndisclosedUndisclosed50 - 249Belfast, Northern Ireland
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HNH is a Business Consulting company launched in 2011. Their team provides Business Consulting and Business Valuation Services.
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UndisclosedUndisclosed50 - 249Belfast, Northern Ireland
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Established in 1920, Baker Tilly Mooney Moore is a Business Consulting company. The agency offers Business Consulting and Accounting, and is midsize.
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UndisclosedUndisclosed10 - 49New York, NY
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Compliance Risk Concepts (CRC) is a Compliance Consulting company. Launched in 2013, their team focuses on Compliance Consulting and Commercial Financing.
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UndisclosedUndisclosed2 - 9Olympia, WA
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Compliance Services Group, LLC, a small Compliance Consulting company, is located in Olympia, Washington. The team offers Compliance Consulting and Financial Advising & Planning.
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UndisclosedUndisclosed50 - 249Den Haag, Netherlands
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AIQOS is an Accounting company. They are located in Den Haag, Netherlands and Surrey , England and have midsize team of experts. Their services include Accounting and Financial Advising & Planning.
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UndisclosedUndisclosed2 - 9Big Flats, NY
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Fundamental Compliance Consulting, LLC is a Compliance Consulting company. The firm is headquartered in Big Flats, New York. Their team provides Compliance Consulting and Accounting.
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UndisclosedUndisclosed10 - 49Northwich, England
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Small Financial Advising & Planning company SFC Capital, is located in Northwich, England. The team provides Financial Advising & Planning and Business Valuation Services.
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UndisclosedUndisclosed2 - 9Denver, CO
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Christie Consultants is a Business Valuation Services company. Established in 2010, their team focuses on Business Valuation Services and Accounting.
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UndisclosedUndisclosed2 - 9Palm Beach Gardens, FL
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John Andrew Jones, CPA PA is an Accounting company. Their small team of employees is in Palm Beach Gardens, Florida. Their team provides Accounting and Business Valuation Services.
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UndisclosedUndisclosed1,000 - 9,999Denver, CO
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LaSalle Investment Management is a large Business Valuation Services company founded in 1980. Their team focuses on Business Valuation Services and Financial Advising & Planning.
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UndisclosedUndisclosed2 - 9
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TEDESCO Appraisal & Valuation is an Accounting and Business Valuation Services company founded in 1965. Located in Santa Maria, California, the team offers Accounting and Business Valuation
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UndisclosedUndisclosed2 - 9Dunmurry, Northern Ireland
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Broad Street Advisory, an Accounting company, was founded in 2017. The team focuses on Accounting and Business Consulting and is in Dunmurry, Northern Ireland.
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UndisclosedUndisclosed2 - 9Toronto, Canada
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MatriX Capital Solutions Inc. Is a Toronto, Canada-based Accounting company. Their services include Accounting and Business Valuation Services.
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UndisclosedUndisclosed250 - 999Melbourne, Australia
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In Melbourne, Australia, Moore Australia is a midsize Accounting company. The team focuses on Accounting and Business Consulting.
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We evaluate service providers using a structured methodology that combines:
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- Market presence
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This data powers tools like the Leaders Matrix, which helps you compare agencies directly. Our research team curates rankings by weighing verified reviews most heavily, so the most trusted and experienced providers rise to the top.
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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.