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 - 9Atlanta, GA
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Accounting company Atlanta Bookkeeping Solutions, LLC specializes in Accounting. They are headquartered in Atlanta, Georgia.
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UndisclosedUndisclosed2 - 9Atlanta, GA
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Carter & Company Atlanta CPA & Tax Firm is an Accounting company. Headquartered in Atlanta, Georgia, the firm offers Accounting.
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UndisclosedUndisclosed10 - 49Malvern, Australia
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Small Accounting company Hydon & Mody, is located in Malvern, Australia. The team provides Accounting.
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UndisclosedUndisclosed10 - 49Port Melbourne, Australia
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Small Accounting company Bruce Legg & Co , is based in Port Melbourne, Australia. The team offers Accounting.
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UndisclosedUndisclosed2 - 9Hawthorn, Australia
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Bruce Mulvaney & Co is an Accounting company. Headquartered in Hawthorn, Australia, the agency was founded in 1995. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Dandenong, Australia
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Bunnett & Bassal is a small Dandenong, Australia-based Accounting company. The team offers Accounting.
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UndisclosedUndisclosed2 - 9Nunawading, Australia
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Based in Nunawading, Australia, Burgess Bryan Partners is a small Accounting company. The team provides Accounting.
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UndisclosedUndisclosed2 - 9Hallam, Australia
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Burton Partners is a small Accounting company launched in 1985. Their team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Kew East, Australia
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Headquartered in Kew East, Australia, Business Growth Guardian is a small Accounting and Business Consulting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Ballarat Central, Australia
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Butler Pty Ltd is an Accounting company. They are headquartered in Ballarat Central, Australia and have small team. Their team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Hallam, Australia
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CJ Lohrey Accountants & Tax Agents is an Accounting company. Their small team is headquartered in Hallam, Australia. Their services include Accounting.
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UndisclosedUndisclosed10 - 49West Perth, Australia
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ROCG Perth is a small Accounting company. They focus on Accounting and were launched in 1992.
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UndisclosedUndisclosed2 - 9Melbourne, Australia
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C.W. Stirling & Co. Is a small Accounting company headquartered in Melbourne, Australia. The team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Coburg, Australia
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Capita Business Advisors and Tax Consultants, an Accounting company, was launched in 2012. The company focuses on Accounting and Business Consulting, and is small.
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UndisclosedUndisclosed2 - 9Adelaide, Australia
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Vlassis & Co is an Accounting company. The Adelaide, Australia-based company provides Accounting.
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UndisclosedUndisclosed50 - 249Adelaide, Australia
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Founded in 1963, Nexia Edwards Marshall is a midsize Adelaide, Australia-based Accounting company. Their services include Accounting.
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UndisclosedUndisclosed1,000 - 9,999Zografou, Greece
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KSM Human Resources, a HR Consulting company, was founded in 2003. The firm provides HR Consulting and Accounting, and is large.
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UndisclosedUndisclosed2 - 9Adelaide, Australia
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NRM Johnson is an Accounting company. Founded in 1993, the team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Austin, TX
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David Tucker CPA PC is an Accounting company. The Austin, Texas-based firm was founded in 2000. Their services include Accounting.
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UndisclosedUndisclosed50 - 249Sydney, Australia
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Launched in 1996, Hayes Knight is a midsize Sydney, Australia-based Accounting company. Their team offers Accounting.
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UndisclosedUndisclosed2 - 9Adelaide, Australia
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Golden Bull Accountants is a small Accounting and Business Consulting company established in 2014. Their team provides Accounting and Business Consulting.
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UndisclosedUndisclosed50 - 249Parkside, Australia
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Perks Integrated Business Services, an Accounting company, was launched in 1981. They focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Norwood, Australia
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Eleonora Zappia & Associates is a small Accounting company based in Norwood, Australia. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Bundall, Australia
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I Count Beans is an Accounting company. The team offers Accounting, and the agency is based in Bundall, Australia.
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UndisclosedUndisclosed10 - 49Myrtle Bank, Australia
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Bartley Partners Accounting is an Accounting company. Their small team is headquartered in Myrtle Bank, Australia and offers Accounting. The agency was launched in 2012.
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UndisclosedUndisclosed2 - 9Adelaide, Australia
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Founded in 2016, Nepali Accountant in Australia is an Accounting company. The small team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Austin, TX
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Custom Data Inc is an Accounting company. Their small team is headquartered in Austin, Texas. Their team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Austin, TX
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Small Accounting company Scott Schaubhut, CPA, is based in Austin, Texas. The team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Baltimore, MD
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Launched in 1997, White Accounting Services, LLC is a small Baltimore, Maryland-based Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Owings Mills, MD
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Moshe Pelberg CPA is a small Accounting company headquartered in Owings Mills, Maryland. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Baltimore, MD
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Accounting company Federal Hill Income Tax, LLC is headquartered in Baltimore, Maryland. They offer Accounting and were founded in 2000.
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UndisclosedUndisclosed2 - 9Baton Rouge, LA
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Located in Baton Rouge, Louisiana, Carleton & Company APAC is a small Accounting company. The team provides Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Baton Rouge, LA
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Planche Politz Ledet is a small Accounting company in Baton Rouge, Louisiana. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Baton Rouge, LA
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Small Accounting company ERC Payroll Service, is in Baton Rouge, Louisiana. Their services include Accounting and HR Consulting.
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UndisclosedUndisclosed2 - 9Omaha, NE
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Founded in 2011, Ideal Payroll Service is an Accounting company. Their services include Accounting and Recruiting.
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UndisclosedUndisclosed2 - 9Orlando, FL
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Headquartered in Orlando, Florida, EHW Accounting Services LLC is a small Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Orlando, FL
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Founded in 2018, Baxtrum Bookkeeping and Tax Unlimited LLC is an Accounting company. The firm offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Wonthaggi, Australia
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Small Accounting company Cardell Accountants, is located in Wonthaggi, Australia. The team specializes in Accounting.
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UndisclosedUndisclosed2 - 9East Melbourne, Australia
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Carrington Myers, a small Accounting company, is headquartered in East Melbourne, Australia. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Pascoe Vale South, Australia
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Small Accounting company CBA Accounting, is located in Pascoe Vale South, Australia. The team provides Accounting.
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UndisclosedUndisclosed10 - 49Dandenong, Australia
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Charlwoods is an Accounting company. Established in 1953, their team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Bundoora, Australia
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Chieftains Accountants is an Accounting company in Bundoora, Australia. Launched in 2008, the team provides Accounting.
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UndisclosedUndisclosed2 - 9Wangaratta, Australia
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Chisholm Partners is an Accounting company. They are located in Wangaratta, Australia and have small team. Their team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Ringwood East, Australia
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Based in Ringwood East, Australia, CHN Herold Ross Pty Ltd is a small Accounting company. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Philadelphia, PA
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Accounting company Brennan & Company CPA, PC was established in 1996. The firm offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Melbourne, Australia
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Small Accounting company Clarke & Company, is based in Melbourne, Australia. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Gallatin, TN
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Tennessee Business Services, Inc. Is an Accounting company. The company is headquartered in Gallatin, Tennessee. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Bellevue, WA
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Falkirk Financial Services is a small Bellevue, Washington-based Accounting company. The team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Fort Worth, TX
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Catlin, Lillard & Co. Is a small Accounting company located in Fort Worth, Texas. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Bellevue, WA
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Small Accounting company Accounting Solutions Partners, is in Bellevue, Washington. Their services include Accounting and Business Consulting.
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List of the Top 15 Financial Services Companies
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$1,000+< $25 / hr250 - 999Coimbatore, India
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
38.2/40.018.2/20 Reviews10/10 Clients & Experience10/10 Market PresenceService focus
30% Accounting70% Other -
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$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 -
$5,000+$200 - $300 / hr10 - 49Allentown, PA
Ability to deliver
36.8/40.017.2/20 Reviews10/10 Clients & Experience9.6/10 Market PresenceService focus
20% Accounting80% 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 / hr250 - 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+< $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 -
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 -
$1,000+$50 - $99 / hr10 - 49
Ability to deliver
33.5/40.016.6/20 Reviews7.6/10 Clients & Experience9.2/10 Market PresenceService focus
10% Accounting90% 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 -
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 -
UndisclosedUndisclosed50 - 249San Francisco, CA
Ability to deliver
32.8/40.016.8/20 Reviews9/10 Clients & Experience6.9/10 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 -
$1,000+$25 - $49 / hr50 - 249Dubai, United Arab Emirates
Ability to deliver
32.5/40.018.8/20 Reviews6.6/10 Clients & Experience7.1/10 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 -
$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+$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 -
$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.