Top Financial Services Firms
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$50,000+$200 - $300 / hr10 - 49Bee Cave, TXServices provided
See all 7 projectsCSTMR is a digital marketing agency specializing in branding, web development, and fintech marketing strategies. Their reviews reflect a high level of satisfaction, with 100% of clients impressed by their deep industry knowledge and responsive project management. Clients frequently commend CSTMR's ability to deliver on time and their strategic approach to content and SEO, highlighting a seamless integration into client teams for successful project outcomes.
$25,000+Undisclosed250 - 999Sydney, AustraliaServices provided
See all 2 projectsTalent Formula is an accounting services firm that specializes in talent acquisition and management for industry-specific needs, including financial analysts and accountants. They have been praised for their efficient recruitment process and cultural alignment, contributing to a 100% positive feedback rate for their support in business growth and team integration.
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UndisclosedUndisclosed10 - 49Berserker, Australia
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Johnson & Tennent Chartered Accountants is an Accounting company. The small Berserker, Australia-based team provides Accounting. The company was established in 1985.
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UndisclosedUndisclosed2 - 9Rockingham, Australia
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Launched in 2008, 4You Accounting & Taxation Bunbury, a small Accounting company, is headquartered in Rockingham, Australia. Their team provides Accounting.
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UndisclosedUndisclosed10 - 49Bulleen, Australia
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Founded in 1994, JLS Partners is a small Bulleen, Australia-based Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Maryborough, Australia
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Optimal Chartered Accountants is an Accounting company founded in 2006. The team provides Accounting.
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UndisclosedUndisclosed2 - 9Mildura, Australia
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Accounting company DHM Partners was established in 2000. The team offers Accounting.
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UndisclosedUndisclosed2 - 9Cheltenham, Australia
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Jaques Partners is an Accounting company. Launched in 2008, the firm is headquartered in Cheltenham, Australia. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Shepparton, Australia
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Sofra Partners Chartered Accountants is an Accounting company based in Shepparton, Australia. They focus on Accounting and were launched in 1995.
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UndisclosedUndisclosed2 - 9Tucson, AZ
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Accounting company Kalil & Associates Accounting Solutions is located in Tucson, Arizona. They specialize in Accounting.
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UndisclosedUndisclosed50 - 249Tamworth, Australia
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Forsyths is a midsize Accounting company established in 1921. Their team provides Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Elsternwick, Australia
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JMp Accountants is an Accounting company. Headquartered in Elsternwick, Australia, the agency was established in 1991. Their team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Tampa, FL
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MARSOCCI, APPLEBY & COMPANY, PA is an Accounting company. They are in Tampa, Florida and have small team of experts. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Tucson, AZ
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The Altman Group PLLC CPAs, an Accounting company, is based in Tucson, Arizona. They offer Accounting and Business Consulting and were founded in 2015.
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UndisclosedUndisclosed2 - 9Tucson, AZ
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EZ Accounting Solutions is an Accounting company. They are in Tucson, Arizona, and their services include Accounting.
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UndisclosedUndisclosed50 - 249Melbourne, Australia
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Established in 1980, The Hopkins Group (Australia) is an Accounting company. The firm provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Narre Warren, Australia
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JSP Partners is a small Accounting company in Narre Warren, Australia. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Minto, Australia
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Accounting company Omnitrend Accounting & Bookkeeping Services focuses on Accounting. They were founded in 2013.
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UndisclosedUndisclosed2 - 9Mount Annan, Australia
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Phil Palin Accounting, a small Accounting company, is headquartered in Mount Annan, Australia. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Chipping Norton, Australia
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Sagitta Consulting & Business Solutions is an Accounting company. Launched in 2013, the agency is in Chipping Norton, Australia. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Melbourne, Australia
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KST Partners, a small Accounting company, is headquartered in Melbourne, Australia. The team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Goulburn, Australia
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Ian D Bain & Company, an Accounting company, is based in Goulburn, Australia. They offer Accounting and were launched in 1992.
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UndisclosedUndisclosed2 - 9Castlemaine, Australia
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KW Grimes & Associates is a small Accounting company based in Castlemaine, Australia. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Boulder, CO
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Bill Brooks CPA PC is an Accounting company established in 1986. Located in Boulder, Colorado, the team provides Accounting.
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UndisclosedUndisclosed2 - 9Boulder, CO
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Bakke, CPA is an Accounting company. The small Boulder, Colorado-based team provides Accounting. The company was founded in 2016.
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UndisclosedUndisclosed2 - 9Boulder, CO
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Arena & Associates is an Accounting company. The agency is headquartered in Boulder, Colorado. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Woodend, Australia
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Langley McKimmie, a small Accounting company, is based in Woodend, Australia. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Camberwell, Australia
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Located in Camberwell, Australia, Lattanzio & Company is a small Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Westminster, CO
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KRD Tax and Consulting & Cloud Accounting is an Accounting company in Westminster, Colorado. They offer Accounting and Business Consulting and were founded in 2009.
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UndisclosedUndisclosed10 - 49Melbourne, Australia
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LDAssurance is a small Accounting company based in Melbourne, Australia. The team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Boulder, CO
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Based in Boulder, Colorado, Sapiens & Associates is an Accounting company. They focus on Accounting and cloud consulting & SI and were launched in 2017.
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UndisclosedUndisclosed2 - 9South Hurstville, Australia
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Piatti & Associates, an Accounting company, was launched in 1990. The company offers Accounting.
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UndisclosedUndisclosed50 - 249Blackburn, Australia
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In Blackburn, Australia, LDB Group Australia is a midsize Accounting company. The team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Bankstown, Australia
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Located in Bankstown, Australia, GLEX Group is an Accounting company. The team offers Accounting.
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UndisclosedUndisclosed10 - 49Belmont, Australia
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Headquartered in Belmont, Australia, Lenehan & Associates is a small Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Hurstville, Australia
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R.A. Duncan & Co, an Accounting company, was founded in 1977. The company focuses on Accounting, and is small.
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UndisclosedUndisclosed10 - 49South Melbourne, Australia
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Accounting company Leydin Freyer is located in South Melbourne, Australia. They focus on Accounting and were launched in 2000.
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UndisclosedUndisclosed2 - 9Smithfield, Australia
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Cowell Accounting, an Accounting company, is based in Smithfield, Australia. Established in 1980, the team offers Accounting.
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UndisclosedUndisclosed2 - 9Tulsa, OK
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Established in 2012, Accounting By Heather, LLC is an Accounting company. The team offers Accounting and is headquartered in Tulsa, Oklahoma.
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UndisclosedUndisclosed2 - 9Tulsa, OK
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Located in Tulsa, Oklahoma, AQ Tax & Financial Services is a small Accounting company. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Oklahoma City, OK
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Core Group, a small Accounting company, is headquartered in Oklahoma City, Oklahoma. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Tulsa, OK
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Morse & Co is an Accounting company established in 1975. The company focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Brunswick East, Australia
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Linda McGowan Pty Ltd is an Accounting company. The firm is headquartered in Brunswick East, Australia. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Balwyn, Australia
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Lipins Partners is a small Accounting company based in Balwyn, Australia. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Echuca, Australia
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Lockwood Partners is an Accounting company. Launched in 1922, the team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Collingwood, Australia
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NCS Nicholls Chartered Accountants, an Accounting company, was established in 2003. The small team provides Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Swan Hill, Australia
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Logan & Hall is an Accounting company. Based in Swan Hill, Australia, the firm was launched in 1972. Their team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Malvern, Australia
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Based in Malvern, Australia, Nexus Accountants is a small Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Kew, Australia
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Small Accounting company Nicol & Nicol Pty Ltd, is located in Kew, Australia. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Lafayette, CO
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Boulder Valley CPAs is an Accounting company. The Lafayette, Colorado-based company offers Accounting.
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UndisclosedUndisclosed2 - 9Palmdale, CA
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Established in 1979, Dp Commercial Brokerage Inc is a small Commercial Brokerage Services company. Their services include Commercial Brokerage Services and Commercial Property Management.
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UndisclosedUndisclosed2 - 9Boulder, CO
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Infinite Tax Solutions is an Accounting company. The company is based in Boulder, Colorado. Their services include 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.