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 - 9Newcastle, Australia
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John W. Hopton Pty Ltd is an Accounting company headquartered in Newcastle, Australia. They focus on Accounting and cloud consulting & SI and were launched in 1971.
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UndisclosedUndisclosed2 - 9Mesa, AZ
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Founded in 2007, K & R Tax Accounting Services is an Accounting company. The agency specializes in Accounting, and is small.
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UndisclosedUndisclosed10 - 49Geelong, Australia
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Business Audit Specialists is an Accounting company. Their small team is based in Geelong, Australia. Their team specializes in Accounting.
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UndisclosedUndisclosed10 - 49Glastonbury, CT
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Fiondella, Milone & LaSaracina LLP is a small Glastonbury, Connecticut-based Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Fairy Meadow, Australia
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Launched in 2017, KH Accounting & Financial Group is an Accounting company. Their team offers Accounting and cloud consulting & SI.
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UndisclosedUndisclosed10 - 49Blacktown, Australia
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CBD Accountants is an Accounting company. They are in Blacktown, Australia and have small team of experts. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49New London, CT
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Doherty, Beals & Banks, P.C, a small Accounting company, is located in New London, Connecticut. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Monroe, CT
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Based in Monroe, Connecticut, Kaskie, Plude & Company is a small Accounting company. The team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Modesto, CA
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Linda M. Ellison, CPA is a Modesto, California-based Accounting company. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Vestavia Hills, AL
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Powell Accountancy Group is a small Vestavia Hills, Alabama-based Accounting company. The team offers Accounting.
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UndisclosedUndisclosed2 - 9Phoenix, AZ
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A.M. Accounting Services is a Phoenix, Arizona-based Accounting company. They specialize in Accounting.
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UndisclosedUndisclosed2 - 9Surprise, AZ
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Arrington Accounting Services is a small Accounting company headquartered in Surprise, Arizona. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Tempe, AZ
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Master Accounting and Tax Service is an Accounting company. They specialize in Accounting and are based in Tempe, Arizona.
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UndisclosedUndisclosed50 - 249Fairhope, AL
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Hartmann, Blackmon & Kilgore, P.C. Is an Accounting company. They were launched in 1990 and focus on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Mesa, AZ
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Established in 1977, Horning's Accounting & Tax Services, a small Accounting company, is based in Mesa, Arizona. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Sedona, AZ
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ACCOUNTING SERVICES OF SEDONA is a small Accounting company based in Sedona, Arizona. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Boise, ID
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Jeffrey Beebe, CPA, an Accounting company, was launched in 1986. Located in Boise, Idaho, the team focuses on Accounting.
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UndisclosedUndisclosed10 - 49Northbrook, IL
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Accounting company The Abrix Group, L.P. Is headquartered in Northbrook, Illinois. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Hoover, AL
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Driskell Firm, an Accounting company, was founded in 1990. The agency specializes in Accounting.
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UndisclosedUndisclosed10 - 49Moscow, ID
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Hayden Ross, PLLC is an Accounting company. Founded in 1938, the firm focuses on Accounting.
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UndisclosedUndisclosed2 - 9Huntsville, AL
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The Cutter Group, LLC is an Accounting company. Their small team is headquartered in Huntsville, Alabama. Their team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Decatur, IL
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McGuire Yuhas Huffman & Buckley PC is an Accounting company. They are headquartered in Decatur, Illinois and have small team. Their team offers Accounting.
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UndisclosedUndisclosed10 - 49Orange, Australia
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Based in Orange, Australia, Pearce Accounting is a small Accounting company. The team focuses on Accounting.
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UndisclosedUndisclosed10 - 49Rupert, ID
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Exceptional Accounting Services is a small Accounting company based in Rupert, Idaho. Their services include Accounting.
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UndisclosedUndisclosed50 - 249Tustin, CA
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HMWC CPAs & Business Advisors is an Accounting company established in 1968. The team provides Accounting and is located in Tustin, California.
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UndisclosedUndisclosed2 - 9Flagstaff, AZ
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Located in Flagstaff, Arizona, Northern Arizona Financial Services Co. Is a small Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Dubbo, Australia
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Established in 2016, Martel Wheatley is a small Accounting company in Dubbo, Australia. Their team specializes in Accounting.
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UndisclosedUndisclosed10 - 49San Diego, CA
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Accounting company Leaf & Cole, LLP was established in 1959. The team offers Accounting and is based in San Diego, California.
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UndisclosedUndisclosed2 - 9Phoenix, AZ
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Established in 2001, Finex Accounting and Tax Services is an Accounting company. The team focuses on Accounting.
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UndisclosedUndisclosed10 - 49Seymour, CT
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Wojtowicz, LLC is an Accounting company. Their small team is located in Seymour, Connecticut. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Champaign, IL
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Headquartered in Champaign, Illinois, Stephens & Stull P.C. Is a small Accounting company. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Bomaderry, Australia
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Clifton Accountants is a small Accounting company in Bomaderry, Australia. The team provides Accounting.
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UndisclosedUndisclosed2 - 9Phoenix, AZ
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Khalsa McBrearty Accountancy is an Accounting company. Their small team is headquartered in Phoenix, Arizona. Their team specializes in Accounting.
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UndisclosedUndisclosed10 - 49Franklin, CT
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Based in Franklin, Connecticut, Edwin R. Muenzner CPA, LLC is a small Accounting company. The team focuses on Accounting.
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UndisclosedUndisclosed10 - 49Torrington, CT
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Petrovits, Patrick, Smith & Company, LLC, a small Accounting company, is located in Torrington, Connecticut. The team provides Accounting.
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UndisclosedUndisclosed2 - 9Dubbo, Australia
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MGH Advisory is an Accounting company. Their small team is headquartered in Dubbo, Australia. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Wilton, CT
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Politi & Magnifico, LLC is a small Wilton, Connecticut-based Accounting company. The team provides Accounting.
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UndisclosedUndisclosed10 - 49Cromwell, CT
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Located in Cromwell, Connecticut, Salzarulo & Associates, PC is an Accounting company. They offer Accounting and were founded in 1980.
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UndisclosedUndisclosed10 - 49Norwich, CT
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Goldblatt Bokoff LLC, a small Accounting company, is located in Norwich, Connecticut. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Salinas, CA
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Bianchi, Kasavan & Pope, LLP is an Accounting company. The Salinas, California-based team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Phoenix, AZ
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KB Accounting & Tax Services. Is an Accounting company. Their small team is based in Phoenix, Arizona. Their team provides Accounting.
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UndisclosedUndisclosed2 - 9Boise, ID
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Launched in 1980, Travis Jeffries, PA is a small Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Tempe, AZ
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Based in Tempe, Arizona, Professional Tax & Accounting Service is a small Accounting company. The team specializes in Accounting.
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UndisclosedUndisclosed50 - 249Newport Beach, CA
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BOLAR,HIRSCH & JENNINGS, LLP is an Accounting company. Their team is based in Newport Beach, California and provides Accounting.
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UndisclosedUndisclosed50 - 249Lismore, Australia
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TNR Accountants , a midsize Accounting company, is in Lismore, Australia. The team provides Accounting.
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UndisclosedUndisclosed2 - 9Peoria, AZ
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Beck Tax Works is an Accounting company. Their small team is headquartered in Peoria, Arizona. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Surprise, AZ
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Small Accounting company Unified Services, is based in Surprise, Arizona. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Boise, ID
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In Boise, Idaho, Idaho Tax & Accounting is an Accounting company. They provide Accounting.
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UndisclosedUndisclosed2 - 9Phoenix, AZ
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Accountants Unlimited Accounting is a small Accounting company headquartered in Phoenix, Arizona. The team provides Accounting.
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UndisclosedUndisclosed2 - 9Twin Falls, ID
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Accounting company Ataraxis Accounting & Advisory Services, Chtd. Provides Accounting. They were founded in 1972.
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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.