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 - 9Dallas, TX
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Accounting company J Chester & Associates, Inc Dallas CPA Firm is located in Dallas, Texas. The team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Wodonga, Australia
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David Gill & Co, a small Accounting company, is located in Wodonga, Australia. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Kyneton, Australia
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Established in 1995, David J Gibney Pty Ltd is an Accounting company. The team offers Accounting.
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UndisclosedUndisclosed2 - 9Camberwell, Australia
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DC Accountants, a small Accounting company, is located in Camberwell, Australia. The team provides Accounting.
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UndisclosedUndisclosed2 - 9Kilsyth, Australia
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DDs Taxation and Accounting Centre is a small Accounting company located in Kilsyth, Australia. The team offers Accounting.
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UndisclosedUndisclosed10 - 49Richmond, Australia
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DFK Collins is an Accounting company. In Richmond, Australia, their team offers Accounting.
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UndisclosedUndisclosed10 - 49Little Rock, AR
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Launched in 2010, Dorsey and Company CPA is an Accounting company. The small team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Little Rock, AR
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Launched in 2000, Millennium Payroll Solutions is a small Accounting company. Their services include Accounting and HR Consulting.
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UndisclosedUndisclosed10 - 49South Melbourne, Australia
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Dillon Partners is an Accounting company launched in 1990. The company offers Accounting and Business Consulting, and is small.
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UndisclosedUndisclosed2 - 9San Jose, CA
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Harris Business Services, Inc, an Accounting company, was founded in 2003. They provides Accounting.
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UndisclosedUndisclosed2 - 9Little Rock, AR
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Fair & Company CPAs, an Accounting company, specialize in Accounting. They were established in 2015.
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UndisclosedUndisclosed10 - 49Melbourne, Australia
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Dixon & Doshi is an Accounting company. Their team is headquartered in Melbourne, Australia. The agency provides Accounting.
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UndisclosedUndisclosed10 - 49Lexington, KY
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In Lexington, Kentucky, Payroll Solutions, Inc. Is an Accounting company. They focus on Accounting and were established in 1995.
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UndisclosedUndisclosed10 - 49Louisville, KY
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Patterson & Company CPAs is an Accounting company. In Louisville, Kentucky, their small team focuses on Accounting and Business Consulting. The firm was established in 2011.
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UndisclosedUndisclosed2 - 9Melbourne, Australia
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DKP & Co is an Accounting company. The company is in Melbourne, Australia. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Louisville, KY
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ACCOUNTING CONCEPTS, INC. Is a Louisville, Kentucky-based Accounting company. They provide Accounting.
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UndisclosedUndisclosed10 - 49Alexandra, Australia
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Accounting company DMK Taxation & Business Solutions was founded in 2002. The team provides Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Melbourne, Australia
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DMR Corporate, an Accounting company, was launched in 1994. The team offers Accounting and is in Melbourne, Australia.
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UndisclosedUndisclosed10 - 49Moorabbin, Australia
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Headquartered in Moorabbin, Australia, Douglas & Harrison is an Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Virginia Beach, VA
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James Financial Services is an Accounting company. The small Virginia Beach, Virginia-based team offers Accounting. The agency was founded in 1974.
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UndisclosedUndisclosed2 - 9Paynesville, Australia
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Accounting company East Gippsland Financial Services is headquartered in Paynesville, Australia. Established in 2003, the team provides Accounting.
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UndisclosedUndisclosed2 - 9Corryong, Australia
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Edmond Barry Pty Ltd, an Accounting company, was founded in 1991. The company offers Accounting and Business Consulting, and is small.
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UndisclosedUndisclosed2 - 9Camberwell, Australia
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Edward Gwee & Co is a small Accounting company in Camberwell, Australia. The team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Virginia Beach, VA
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Accounting company Roger L. Handy, PC is based in Virginia Beach, Virginia. They focus on Accounting.
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UndisclosedUndisclosed2 - 9Glen Iris, Australia
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EHH Chartered Accountants & Advisors is an Accounting company. They are based in Glen Iris, Australia and have small team. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed50 - 249Elgin, IL
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Midsize Business Consulting company IA Business Advisors, is headquartered in Elgin, Illinois. Their services include Business Consulting and Accounting.
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UndisclosedUndisclosed2 - 9Warners Bay, Australia
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PTAM is an Accounting company. They are located in Warners Bay, Australia and have small team of experts. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Heathmont, Australia
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Small Accounting company Elite Accounting Solutions, is in Heathmont, Australia. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Charlestown, Australia
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VBD Chartered Accountants is an Accounting company. Their small team is in Charlestown, Australia and specializes in Accounting and Business Consulting. The company was founded in 1984.
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UndisclosedUndisclosed10 - 49Scoresby, Australia
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Elysium Accounting is a Scoresby, Australia-based Accounting company. The team offers Accounting.
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UndisclosedUndisclosed2 - 9Clayton, Australia
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Essential Accounting Melbourne, a small Accounting company, is in Clayton, Australia. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Toronto, Australia
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Watersedge Accounting Group is a small Accounting company in Toronto, Australia. The team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Gosford, Australia
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LWM Group is an Accounting company. The agency is based in Gosford, Australia. Their team offers Accounting.
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UndisclosedUndisclosed50 - 249Fyshwick, Australia
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Cordelta is an Accounting company. They are in Fyshwick, Australia, and their services include Accounting.
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UndisclosedUndisclosed2 - 9Coburg, Australia
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Finite Group is an Accounting company. The Coburg, Australia-based firm specializes in Accounting.
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UndisclosedUndisclosed2 - 9Ringwood East, Australia
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Focus Financial Group is a small Accounting company located in Ringwood East, Australia. The team offers Accounting.
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UndisclosedUndisclosed2 - 9Hillside, Australia
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Forbes Taxation is an Accounting company. Their small team is based in Hillside, Australia. Their team provides Accounting.
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UndisclosedUndisclosed10 - 49Braddon, Australia
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The Firm is a small Accounting company. They specialize in Accounting and Business Consulting and were established in 1991.
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UndisclosedUndisclosed2 - 9Hoppers Crossing, Australia
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Fortiz Accountants is a small Hoppers Crossing, Australia-based Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Croydon, Australia
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Varelas Accountants is a small Croydon, Australia-based Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Melbourne, Australia
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GAAP Consulting is an Accounting company. Established in 2003, the team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Kew, Australia
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Ganrid Consultants is an Accounting company. They were established in 2008 and specialize in Accounting.
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UndisclosedUndisclosed10 - 49Hoffman Estates, IL
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Bridge Personnel Services is a Staffing company. The team is based in Hoffman Estates, Illinois, and their services include Staffing and Recruiting.
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UndisclosedUndisclosed10 - 49Kew East, Australia
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Garcia & Company is a small Kew East, Australia-based Accounting company. The team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Maroochydore, Australia
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Think Smart Accounting & Business Solutions is an Accounting company. Established in 2016, the firm offers Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Bentleigh, Australia
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Gavin Ma & Co is an Accounting company. The team provides Accounting and Business Consulting, and the company is in Bentleigh, Australia.
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UndisclosedUndisclosed10 - 49Marcoola, Australia
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Accountancy Services is an Accounting company. The Marcoola, Australia-based agency was founded in 1988. Their team offers Accounting.
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UndisclosedUndisclosed2 - 9Coolum Beach, Australia
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Accounting company My Accountant Qld provides Accounting. They were founded in 2009.
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UndisclosedUndisclosed2 - 9Birtinya, Australia
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PJT Accountants & Business Advisors is an Accounting company. They are located in Birtinya, Australia and have small team. They focus on Accounting.
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UndisclosedUndisclosed2 - 9Birtinya, Australia
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Located in Birtinya, Australia, Pinnacle Accounting & Business Services is an Accounting company. They focus on Accounting.
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List of the Top 15 Financial Services Companies
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$1,000+< $25 / hr250 - 999New York, NY
Ability to deliver
38.2/40.018.6/20 Reviews10/10 Clients & Experience9.6/10 Market PresenceService focus
25% Accounting75% Other -
Undisclosed$100 - $149 / hr50 - 249Walnut, CA
Ability to deliver
38/40.018/20 Reviews10/10 Clients & Experience10/10 Market PresenceService focus
30% Accounting70% Other -
UndisclosedUndisclosed10 - 49San Francisco, CA
Ability to deliver
37.7/40.019/20 Reviews8.9/10 Clients & Experience9.8/10 Market PresenceService focus
10% Financial Advising & Planning90% Other -
$5,000+$200 - $300 / hr10 - 49Allentown, PA
Ability to deliver
37.4/40.017.8/20 Reviews10/10 Clients & Experience9.6/10 Market PresenceService focus
20% Accounting80% Other -
Undisclosed$200 - $300 / hr10 - 49New York, NY
Ability to deliver
37.1/40.017.6/20 Reviews10/10 Clients & Experience9.5/10 Market PresenceService focus
85% Accounting15% Other -
UndisclosedUndisclosed50 - 249Atlanta, GA
Ability to deliver
36.4/40.017/20 Reviews9.6/10 Clients & Experience9.8/10 Market PresenceService focus
30% Accounting70% Other -
$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 -
$10,000+$50 - $99 / hr1,000 - 9,999Istanbul, Türkiye
Ability to deliver
36.1/40.016.8/20 Reviews9.3/10 Clients & Experience10/10 Market PresenceService focus
10% Accounting90% Other -
$1,000+< $25 / hr1,000 - 9,999San Juan, Puerto Rico
Ability to deliver
35.9/40.016.8/20 Reviews10/10 Clients & Experience9.2/10 Market PresenceService focus
90% Accounting10% Other -
UndisclosedUndisclosed1,000 - 9,999Plantation, FL
Ability to deliver
35.4/40.015.6/20 Reviews10/10 Clients & Experience9.8/10 Market PresenceService focus
10% Accounting90% Other -
$1,000+< $25 / hr250 - 999Pasig, Philippines
Ability to deliver
34.6/40.016.4/20 Reviews9.3/10 Clients & Experience8.9/10 Market PresenceService focus
10% Accounting90% Other -
$1,000+$50 - $99 / hr10 - 49Toronto, Canada
Ability to deliver
34.6/40.016.2/20 Reviews9.5/10 Clients & Experience8.9/10 Market PresenceService focus
40% Accounting10% Financial Advising & Planning50% Other -
$1,000+< $25 / hr50 - 249Jaipur, India
Ability to deliver
34.1/40.016.8/20 Reviews8/10 Clients & Experience9.3/10 Market PresenceService focus
50% Accounting50% Other -
$5,000+$100 - $149 / hr10 - 49San Diego, CA
Ability to deliver
34/40.017.4/20 Reviews7.6/10 Clients & Experience9/10 Market PresenceService focus
30% Accounting70% Other -
UndisclosedUndisclosed50 - 249Syracuse, NY
Ability to deliver
33.8/40.017.4/20 Reviews8.7/10 Clients & Experience7.7/10 Market PresenceService focus
40% Accounting60% Other -
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 -
$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 -
$1,000+$50 - $99 / hr10 - 49London, England
Ability to deliver
33.1/40.016.2/20 Reviews7.6/10 Clients & Experience9.2/10 Market PresenceService focus
10% Accounting90% Other -
UndisclosedUndisclosed10 - 49Londonderry, NH
Ability to deliver
32.9/40.018.8/20 Reviews6.9/10 Clients & Experience7.2/10 Market PresenceService focus
80% Accounting20% Other -
UndisclosedUndisclosed250 - 999Indianapolis, IN
Ability to deliver
32.9/40.018.8/20 Reviews8.8/10 Clients & Experience5.3/10 Market PresenceService focus
10% Accounting90% Other -
UndisclosedUndisclosed50 - 249Dubai, United Arab Emirates
Ability to deliver
32.7/40.017.6/20 Reviews8.1/10 Clients & Experience7/10 Market PresenceService focus
45% Accounting5% Financial Advising & Planning50% Other -
$1,000+$50 - $99 / hr10 - 49Dubai, United Arab Emirates
Ability to deliver
32.6/40.016.2/20 Reviews10/10 Clients & Experience6.5/10 Market PresenceService focus
75% Accounting25% Other -
$1,000+$100 - $149 / hr50 - 249Vaughan, Canada
Ability to deliver
32.3/40.016.6/20 Reviews8.9/10 Clients & Experience6.8/10 Market PresenceService focus
60% Accounting40% Other -
$1,000+< $25 / hr50 - 249Ho Chi Minh City, Vietnam
Ability to deliver
32.3/40.015.8/20 Reviews7.4/10 Clients & Experience9/10 Market PresenceService focus
30% Accounting70% Other -
UndisclosedUndisclosed50 - 249San Francisco, CA
Ability to deliver
32.2/40.016.2/20 Reviews9/10 Clients & Experience6.9/10 Market PresenceService focus
45% Accounting55% Other -
$1,000+$25 - $49 / hr50 - 249Dubai, United Arab Emirates
Ability to deliver
32.1/40.018.4/20 Reviews6.6/10 Clients & Experience7.1/10 Market PresenceService focus
60% Accounting40% Other -
$1,000+< $25 / hr50 - 249Philadelphia, PA
Ability to deliver
32.1/40.016.4/20 Reviews9.8/10 Clients & Experience6/10 Market PresenceService focus
50% Accounting50% Other -
$1,000+Undisclosed50 - 249Cambridge, MA
Ability to deliver
32.1/40.017/20 Reviews8.3/10 Clients & Experience6.7/10 Market PresenceService focus
75% Accounting25% Other -
$10,000+< $25 / hr50 - 249Dallas, TX
Ability to deliver
32/40.016.4/20 Reviews8.3/10 Clients & Experience7.3/10 Market PresenceService focus
80% Accounting20% Other -
UndisclosedUndisclosed50 - 249Palo Alto, CA
Ability to deliver
31.9/40.016.2/20 Reviews7.2/10 Clients & Experience8.5/10 Market PresenceService focus
90% Accounting10% Other
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.