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 - 9West Footscray, Australia
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Based in West Footscray, Australia, Marvel Consulting is an Accounting company. They provide Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Boronia, Australia
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Mason Paterson & Co is an Accounting company located in Boronia, Australia. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Essendon Fields, Australia
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Matthews Steer Accountants and Advisors, an Accounting company, was established in 1993. They specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Niddrie, Australia
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Maxima Accountants, an Accounting company, was launched in 2014. They focuses on Accounting.
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UndisclosedUndisclosed2 - 9Charleston, SC
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In Charleston, South Carolina, Tax Time LLC is an Accounting company. The team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Agoura Hills, CA
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DJM Commercial Real Estate is a Commercial Brokerage Services company based in Agoura Hills, California. Their services include Commercial Brokerage Services and Accounting.
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UndisclosedUndisclosed2 - 9Charleston, SC
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Glaser + Company CPAs, LLC is an Accounting company. Their team is headquartered in Charleston, South Carolina and offers Accounting.
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UndisclosedUndisclosed2 - 9Charleston, SC
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Richard B. Homes, CPA, LLC is a small Charleston, South Carolina-based Accounting company. The team offers Accounting.
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UndisclosedUndisclosed2 - 9Los Angeles, CA
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Small Commercial Development company Sassony Commercial Real Estate Development, is in Los Angeles, California. Their services include Commercial Development and Commercial Financing.
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UndisclosedUndisclosed50 - 249Charleston, SC
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WebsterRogers LLP is a Charleston, South Carolina-based Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Charleston, SC
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IPS Accounting Services and Consulting is an Accounting company. They are located in Charleston, South Carolina and have small team. Their team offers Accounting.
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UndisclosedUndisclosed2 - 9Charleston, SC
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Hoffman & Hoffman, an Accounting company, was launched in 1985. The small team offers Accounting.
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UndisclosedUndisclosed50 - 249Brookfield, WI
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In Brookfield, Wisconsin, Fusion Anesthesia Solutions is an Accounting company. The team provides Accounting.
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UndisclosedUndisclosed2 - 9Laverton, Australia
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MaxMargin Accountants, an Accounting company, offers Accounting and Business Consulting. The firm is in Laverton, Australia.
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UndisclosedUndisclosed2 - 9Bundoora, Australia
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Mayfields Business Advisors, an Accounting and Business Consulting company, was founded in 2014. Based in Bundoora, Australia, the team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Melbourne, Australia
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Maze Accounting is an Accounting company founded in 2011. The firm offers Accounting and cloud consulting & SI, and is small.
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UndisclosedUndisclosed2 - 9Charleston, SC
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Robert Majernik, CPA, a small Accounting company, is headquartered in Charleston, South Carolina. The team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Charleston, SC
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Breakthrough Financial Solutions, LLC is a small Charleston, South Carolina-based Accounting company. The team provides Accounting.
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UndisclosedUndisclosed2 - 9Mount Pleasant, SC
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Johnson Tax & Accounting Solutions LLC is an Accounting company. Based in Mount Pleasant, South Carolina, the company was launched in 2018. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Charleston, SC
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AccountFin is an Accounting company. They offer Accounting and were established in 2015. The agency is based in Charleston, South Carolina.
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UndisclosedUndisclosed50 - 249Warrnambool, Australia
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Accounting company McLaren Hunt Financial Group was founded in 2017. The midsize team provides Accounting.
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UndisclosedUndisclosed2 - 9Mount Pleasant, SC
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Duncan & Company, CPA is a small Mount Pleasant, South Carolina-based Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Balwyn, Australia
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Launched in 2007, McBain McCartin & Co. Is an Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9East Melbourne, Australia
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McGregor West is a small Accounting company founded in 1992. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Mount Pleasant, SC
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Crowley Wechsler & Associates is an Accounting company. Their small team is located in Mount Pleasant, South Carolina. Their team provides Accounting.
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UndisclosedUndisclosed2 - 9Los Angeles, CA
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The Veld Group - Business Brokerage, Mergers & Acquisition is a small Commercial Financing company based in Los Angeles, California. The team provides Commercial Financing and Accounting.
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UndisclosedUndisclosed2 - 9Charleston, SC
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Accounting company Killen & Associates, CPAs, PA provides Accounting. They were launched in 1975.
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UndisclosedUndisclosed50 - 249Federal Way, WA
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Commercial Property Management company Targa Real Estate Services, Inc. Is located in Federal Way, Washington. They offer Commercial Property Management and Commercial Brokerage Services.
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UndisclosedUndisclosed50 - 249Bellevue, WA
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Commercial Property Management company SUHRCO Management, Inc. Was founded in 1998. The firm focuses on Commercial Property Management and Commercial Brokerage Services.
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UndisclosedUndisclosed2 - 9St Kilda, Australia
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Accounting company Mead Partners focuses on Accounting and Business Consulting. They were launched in 1997.
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UndisclosedUndisclosed10 - 49Melbourne, Australia
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MEDIQ Financial Services is an Accounting company. They were established in 2010, and their services include Accounting.
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UndisclosedUndisclosed2 - 9Warrnambool, Australia
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Pola & Co is a small Warrnambool, Australia-based Accounting and Business Consulting company. The team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Bairnsdale, Australia
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Pollard Accounting, a small Accounting company, is headquartered in Bairnsdale, Australia. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Mount Eliza, Australia
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Founded in 2000, Port Phillip Group is a small Mount Eliza, Australia-based Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Ringwood, Australia
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Accounting company Pradem Pty Ltd was founded in 2008. The small team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Melbourne, Australia
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Preda is a small Accounting company. They provide Accounting and were launched in 2010.
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UndisclosedUndisclosed2 - 9Airport West, Australia
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Small Accounting company Premier Taxation Services, is based in Airport West, Australia. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Canterbury, Australia
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Price Gibson Pty Ltd is a small Canterbury, Australia-based Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Essendon, Australia
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Pro-Act Business Accounting Pty Ltd, a small Accounting company, is based in Essendon, Australia. The team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Mentone, Australia
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Success Accounting Group is a small Accounting company launched in 2008. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Croydon, Australia
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The Hendrie Group, an Accounting company, was founded in 1977. The company provides Accounting.
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UndisclosedUndisclosed2 - 9Lalor, Australia
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TaxManagers is an Accounting company. Their small team is based in Lalor, Australia. Their team provides Accounting.
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UndisclosedUndisclosed10 - 49Mount Pleasant, SC
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Baldwin & Associates LLC is an Accounting company. They are located in Mount Pleasant, South Carolina and have small team of experts. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Camberwell, Australia
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Aintree Group, an Accounting company, was launched in 2005. The small team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Charleston, SC
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Kathryn M Abraham CPA, LLC is an Accounting company. Their small team is based in Charleston, South Carolina. Their team provides Accounting.
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UndisclosedUndisclosed10 - 49Malvern, Australia
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Small Accounting company BT Corporate Advisory, is based in Malvern, Australia. The team provides Accounting.
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UndisclosedUndisclosed2 - 9Mount Pleasant, SC
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Headquartered in Mount Pleasant, South Carolina, McCay Kiddy is a small Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Mount Pleasant, SC
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Tideline CPA Group LLC is an Accounting company in Mount Pleasant, South Carolina. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Brighton, Australia
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Forbes James & Co is an Accounting company. Their small team is based in Brighton, Australia. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Mount Pleasant, SC
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SDL Private Advisors is an Accounting company. Their small team is based in Mount Pleasant, South Carolina. Their team provides Accounting.
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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.