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 - 9Flagstaff, AZ
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Located in Flagstaff, Arizona, Gene Baker CPA PC is a small Accounting company. The team specializes in Accounting.
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UndisclosedUndisclosed10 - 49Collingwood, Australia
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White Sky Music is an Accounting company. Their team is headquartered in Collingwood, Australia. The company specializes in Accounting.
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UndisclosedUndisclosed2 - 9Prescott, AZ
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In Prescott, Arizona, Douglas Rader, CPA is a small Accounting company. The team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Bendigo, Australia
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Founded in 1991, Keena Jordan & Associates is an Accounting company. Their team offers Accounting.
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UndisclosedUndisclosed10 - 49Scottsdale, AZ
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Hunter Hagan & Company, Ltd. Is an Accounting company. The team is located in Scottsdale, Arizona, and their services include Accounting.
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UndisclosedUndisclosed2 - 9Orlando, FL
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Launched in 1997, Baldwin Accounting CPA P.A. Is an Accounting company. The team offers Accounting.
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UndisclosedUndisclosed50 - 249Oro Valley, AZ
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Heinfeld Meech & Co., an Accounting and Business Consulting company, is in Oro Valley, Arizona. The team offers Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Hollywood, FL
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Thomas & Company, C.P.A., P.A. Is an Accounting company. The Hollywood, Florida-based firm was launched in 2008. Their team specializes in Accounting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed2 - 9Scottsdale, AZ
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Daughhetee CPA is an Accounting company. They are based in Scottsdale, Arizona and have small team. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Scottsdale, AZ
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Andrew J Mark CPA, a small Accounting company, is in Scottsdale, Arizona. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Edenhope, Australia
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West Currie Consultants is an Accounting company. Launched in 1976, the agency focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Scottsdale, AZ
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Small Accounting company Shayne R. Neuwirth, CPA, is located in Scottsdale, Arizona. The team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Brandon, FL
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Established in 2016, Crulliance - Accounting, Tax, Advisory Services, a small Accounting company, is based in Brandon, Florida. Their team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Mesa, AZ
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Andrew C Sarager, CPA is an Accounting company. Their small team is headquartered in Mesa, Arizona. Their team offers Accounting.
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UndisclosedUndisclosed10 - 49Melbourne, Australia
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Yates Partners, an Accounting company, focus on Accounting. They were founded in 1940.
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UndisclosedUndisclosed10 - 49Flagstaff, AZ
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Nordstrom & Associates is an Accounting company based in Flagstaff, Arizona. They offer Accounting and were launched in 1975.
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UndisclosedUndisclosed2 - 9Sherwood, AR
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Arkansas Accounting is an Accounting company. The firm is located in Sherwood, Arkansas. Their team offers Accounting.
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UndisclosedUndisclosed50 - 249Little Rock, AR
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FROST is a midsize Accounting and Finance & Accounting Outsourcing (FAO) company located in Little Rock, Arkansas. The team specializes in Accounting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed10 - 49Sydney, Australia
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Accounting company Brigden & Partners is in Sydney, Australia and Hornsby, Australia. They focus on Accounting and were launched in 1913.
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UndisclosedUndisclosed250 - 999Little Rock, AR
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HoganTaylor is an Accounting company. Their midsize team is headquartered in Little Rock, Arkansas. Their services include Accounting.
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UndisclosedUndisclosed50 - 249Miami, FL
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Palacio, Palacio & Zimmerman, LLC, an Accounting company, was established in 1994. The team provides Accounting and Finance & Accounting Outsourcing (FAO) and is based in Miami, Florida.
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UndisclosedUndisclosed10 - 49Tampa, FL
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Bashor & Legendre, LLP, CPAs is an Accounting company. They are based in Tampa, Florida and Plantation, Florida. Their team focuses on Accounting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed10 - 49Hornsby, Australia
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Dugan & Associates is an Accounting company. The firm is based in Hornsby, Australia. Their team focuses on Accounting.
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UndisclosedUndisclosed50 - 249Boca Raton, FL
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Established in 1992, Daszkal Bolton is a midsize Boca Raton, Florida-based Accounting company. Their services include Accounting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed2 - 9Hornsby, Australia
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Links 2 Accountants & Advisors is an Accounting company. They are in Hornsby, Australia and have small team. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Jonesboro, AR
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Thomas, Speight & Noble, a small Accounting and Business Consulting company, is in Jonesboro, Arkansas. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Torquay, Australia
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STS Accounting Group, an Accounting company, was founded in 1994. The company specializes in Accounting and Business Consulting, and is small.
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UndisclosedUndisclosed2 - 9Hornsby, Australia
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Martin Lord & Co. Is a small Accounting company launched in 1994. Their team provides Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Miami, FL
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Guillen Serrano & Associates is an Accounting company. Their team is headquartered in Miami, Florida. The company specializes in Accounting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed10 - 49Hornsby, Australia
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P.B.HARRISON & Co. Is an Accounting company launched in 1976. Their team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Batesville, AR
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Welch, Couch and Company, PA is a small Batesville, Arkansas-based Accounting company. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Springdale, AR
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S.F. Fiser & Company is an Accounting company. They were founded in 1985 and provide Accounting.
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UndisclosedUndisclosed50 - 249Warrnambool, Australia
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Accounting company Sinclair Wilson - Warrnambool is located in Warrnambool, Australia. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Duluth, GA
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Accounting company PrimeGlobal - An Association of Independent is based in Duluth, Georgia. They offer Accounting and Finance & Accounting Outsourcing (FAO) and were founded in 1977.
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UndisclosedUndisclosed2 - 9Carefree, AZ
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Adams, Kvittem-Barr & Assoc CPAs, LLP is a small Accounting company based in Carefree, Arizona. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Newcomb, Australia
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Michael Bland Chartered Accountant is an Accounting company. The Newcomb, Australia-based firm focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Miami, FL
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Accounting Link USA, an Accounting company, is in Miami, Florida and Fort Lauderdale, Florida. They focus on Accounting and Finance & Accounting Outsourcing (FAO) and were established in 1999.
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UndisclosedUndisclosed2 - 9Bacchus Marsh, Australia
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Daniel M Watson Co is a small Bacchus Marsh, Australia-based Accounting company. The team provides Accounting.
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UndisclosedUndisclosed50 - 249St. Petersburg, FL
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Gregory, Sharer & Stuart, CPAs is a midsize Accounting company launched in 1984. Their services include Accounting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed2 - 9Chandler, AZ
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Sundin & Fish PLC is an Accounting and Business Consulting company. Their small team is in Chandler, Arizona. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Mesa, AZ
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Solomon CPAs & Financial Services, PLLC, a small Accounting company, is based in Mesa, Arizona. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Warracknabeal, Australia
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Located in Warracknabeal, Australia, Dianne Marchment & Associates is an Accounting company. They specialize in Accounting and were established in 1993.
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UndisclosedUndisclosed50 - 249Miami, FL
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Gerson, Preston, Klein, Lips, Eisenberg & Gelb is an Accounting company. Founded in 1959, the firm offers Accounting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed10 - 49El Segundo, CA
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Pacific Retail Capital Partners, a Digital Strategy company, was launched in 2008. Based in El Segundo, California, the team specializes in Digital Strategy and Commercial Brokerage Services.
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UndisclosedUndisclosed2 - 9Tempe, AZ
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Adams, Habern & Gray, CPAs, PLLC is an Accounting company. Their team is headquartered in Tempe, Arizona and offers Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Maddingley, Australia
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Macdonald James Accountants, a small Accounting company, is in Maddingley, Australia. Their services include Accounting.
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UndisclosedUndisclosed10 - 49St. Helena, CA
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Brotemarkle, Davis & Co LLP is a small Accounting company. Founded in 1984, the team offers Accounting.
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UndisclosedUndisclosed2 - 9Palmetto Bay, FL
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Florida CPA Firm, LLC is an Accounting company based in Palmetto Bay, Florida. The team specializes in Accounting.
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UndisclosedUndisclosed50 - 249Modesto, CA
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Atherton & Associates, LLP. Tax, Assurance & Con is an Accounting company established in 1925. The team specializes in Accounting and is based in Modesto, California.
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UndisclosedUndisclosed2 - 9Lake Havasu City, AZ
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Located in Lake Havasu City, Arizona, A & E Services LHC,PLLC is a small Accounting company. Their services include 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.