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 - 49Champaign, IL
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Y G Financial Group, Pc, an Accounting company, specializes in Accounting and Business Consulting. The company is located in Champaign, Illinois.
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UndisclosedUndisclosed2 - 9Ashburton, Australia
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Glance Consultants is a small Ashburton, Australia-based Accounting company. The team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Bundoora, Australia
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The Accounting Shop is a small Accounting company in Bundoora, Australia. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Wantirna South, Australia
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Small Accounting company Karakinos & Co, is based in Wantirna South, Australia. The team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Seattle, WA
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Property Concepts, Inc. Is a Seattle, Washington-based Accounting company. Founded in 1986, the team offers Accounting and Commercial Property Management.
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UndisclosedUndisclosed2 - 9Glen Waverley, Australia
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ASAS Tax Accountants is a small Glen Waverley, Australia-based Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Hornsby, Australia
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Hayes Johnston, a small Accounting company, is located in Hornsby, Australia. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Glen Waverley, Australia
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NKK Accounting is an Accounting company. The small Glen Waverley, Australia-based team offers Accounting. The company was launched in 1978.
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UndisclosedUndisclosed2 - 9Beaconsfield, Australia
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MJ Maling and Associates is an Accounting company. Their small team is located in Beaconsfield, Australia. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Kilsyth, Australia
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Small Accounting company Taxbridge , is headquartered in Kilsyth, Australia. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Mount Waverley, Australia
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Lawsons Chartered Accountants, an Accounting company, was launched in 2000. The firm provides Accounting and Business Consulting, and is small.
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UndisclosedUndisclosed2 - 9Clyde North, Australia
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Located in Clyde North, Australia, Taxman Accounting & Tax Professionals is an Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Glen Waverley, Australia
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Demirci & Associates is a small Glen Waverley, Australia-based Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Point Cook, Australia
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Teamwork Accounting is an Accounting company. The team is based in Point Cook, Australia and Melbourne, Australia, and their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Wantirna, Australia
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Tenni and Associates is an Accounting company. The small Wantirna, Australia-based team offers Accounting and Business Consulting. The company was launched in 1995.
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UndisclosedUndisclosed2 - 9St Kilda, Australia
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In St Kilda, Australia, T.H. White & Co is an Accounting company. The team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Melbourne, Australia
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The Bennett Group is an Accounting and Business Consulting company. The Melbourne, Australia-based company was founded in 1990. Their team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9St Kilda, Australia
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The David Wilson Alliance is an Accounting company. The St Kilda, Australia-based team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed50 - 249Wangaratta, Australia
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The Tax Shop is a midsize Wangaratta, Australia-based Accounting company. The team provides Accounting.
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UndisclosedUndisclosed2 - 9Bacchus Marsh, Australia
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Accounting company Theo Franken Pty. Ltd. Is headquartered in Bacchus Marsh, Australia. They specialize in Accounting and were established in 1994.
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UndisclosedUndisclosed2 - 9The Basin, Australia
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Accounting company Shane K. Bright & Associates is based in The Basin, Australia. They focus on Accounting and were established in 1999.
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UndisclosedUndisclosed2 - 9Burnley, Australia
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Think Accountants is an Accounting company based in Burnley, Australia. The team offers Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Malvern, Australia
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Small Accounting company Nathan Kamien & Associates, is based in Malvern, Australia. The team offers Accounting.
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UndisclosedUndisclosed10 - 49Malvern, Australia
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Mitchell Wilson is a small Malvern, Australia-based Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Preston, Australia
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Launched in 2014, Tidal Tax & Accounting is a small Accounting company. Their team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Essendon, Australia
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TJD Accounting Services is an Accounting company. They are located in Essendon, Australia and have small team. Their team offers Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Armadale, Australia
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Knp Solutions is an Accounting company headquartered in Armadale, Australia. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Kraków, Poland
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Advartis Business Services is an Accounting company. The team is based in Kraków, Poland, and their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Kraków, Poland
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Accounting company ORUS was founded in 2016. The team provides Accounting and Logistics & Supply Chain Consulting.
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UndisclosedUndisclosed2 - 9Richlands, Australia
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Launched in 2011, AMR Accounting and Bookkeeping Services is a small Accounting company. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Malvern East, Australia
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Proctor Major is an Accounting company. Their team is in Malvern East, Australia and offers Accounting.
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UndisclosedUndisclosed10 - 49Balwyn, Australia
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Kidmans Partners, an Accounting company, is based in Balwyn, Australia. Founded in 2000, the team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Bellevue, WA
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Accounting company Condominium Management was established in 1972. The small team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Kent, WA
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All Services Properties is a small Kent, Washington-based Commercial Property Management company. Their services include Commercial Property Management and Marketing Strategy.
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UndisclosedUndisclosed10 - 49Caulfield North, Australia
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Guests Accounting is a Caulfield North, Australia-based Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Caulfield, Australia
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J.M. Kraus & Co is an Accounting company. They are headquartered in Caulfield, Australia and have small team. Their team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Ormond, Australia
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Accounting company Gartly & Associates was established in 2000. The team focuses on Accounting and Business Consulting and is based in Ormond, Australia.
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UndisclosedUndisclosed10 - 49Bayswater, Australia
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TaxBiz Australia, a small Accounting company, is based in Bayswater, Australia. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Dandenong, Australia
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Business & Tax Matters, a small Accounting company, is in Dandenong, Australia. The team offers Accounting.
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UndisclosedUndisclosed2 - 9Willow Vale, Australia
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End 2 End Bookkeeping Gold Coast is an Accounting company. Their small team is based in Willow Vale, Australia. Their team provides Accounting.
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UndisclosedUndisclosed2 - 9Los Angeles, CA
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Headquartered in Los Angeles, California, MWest Holdings is a small Commercial Financing company. Their services include Commercial Financing and Accounting.
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UndisclosedUndisclosed50 - 249Melbourne, Australia
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Lowe Lippmann Chartered Accountants is a midsize Melbourne, Australia-based Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Cheltenham, Australia
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Bryan Cole and Associates is an Accounting company. Their small team is headquartered in Cheltenham, Australia. Their team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Melbourne, Australia
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Headquartered in Melbourne, Australia, Adroit Business Solutions is a small Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Moonee Ponds, Australia
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Tolevsky Partners, an Accounting company, was established in 1985. The team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Nunawading, Australia
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Top Class Accounting, an Accounting company, was established in 2012. The firm specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Greensborough, Australia
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TBT Accountants is a small Accounting company headquartered in Greensborough, Australia. The team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Hawthorn East, Australia
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Troiano & Associates is an Accounting company. Their team is headquartered in Hawthorn East, Australia and focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9St Albans, Australia
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Small Accounting company Tudo Business Solutions, is headquartered in St Albans, Australia. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Murrumbeena, Australia
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Founded in 1968, TWB Chartered Accountants is an Accounting company. The team provides Accounting and Business Consulting.
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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.