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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UndisclosedUndisclosed2 - 9Tacoma, WA
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Commercial Brokerage Services company Rain City Property Management was established in 1990. The agency specializes in Commercial Brokerage Services and Commercial Property Management.
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UndisclosedUndisclosed2 - 9Lynnwood, WA
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Marathon Properties is a Commercial Brokerage Services company. The Lynnwood, Washington-based team provides Commercial Brokerage Services and Commercial Property Management.
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UndisclosedUndisclosed2 - 9Carlton, Australia
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Vision Consulting Group is an Accounting company. They are located in Carlton, Australia and have small team. Their team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Moolap, Australia
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Small Accounting company Geoff Missen Accounting, is in Moolap, Australia. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Mount Waverley, Australia
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Accounting company W.P. Smith & Associates was established in 2006. The agency provides Accounting, and is small.
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UndisclosedUndisclosed2 - 9Corona, CA
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Ayoub & Associates CPA Firm is an Accounting company. They focus on Accounting and Business Consulting and were launched in 2003. The agency is based in Corona, California.
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UndisclosedUndisclosed2 - 9Baulkham Hills, Australia
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Scott & Co Accounting is an Accounting company. Their small team is headquartered in Baulkham Hills, Australia. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Long Beach, CA
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Onisko & Scholz, LLP Certified Public Accountants is an Accounting company. Established in 2004, the team offers Accounting.
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UndisclosedUndisclosed2 - 9Everett, WA
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THE LANDLORD LAW GROUP PLLC is a Commercial Property Management company. Headquartered in Everett, Washington, the team focuses on Commercial Property Management and Commercial Development.
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UndisclosedUndisclosed10 - 49Berrinba, Australia
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Tax Time Accountants is an Accounting company. They offer Accounting and were established in 1992.
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UndisclosedUndisclosed2 - 9Cupertino, CA
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Agape CPA Firm is a small Accounting company founded in 2012. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Lake Stevens, WA
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Impact Association Management is a Commercial Property Management company established in 2005. The company focuses on Commercial Property Management and Business Consulting, and is small.
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UndisclosedUndisclosed2 - 9Melbourne, Australia
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Walch In Practice is an Accounting company. Their small team is in Melbourne, Australia. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Carrum Downs, Australia
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Greg Broderick Accounting Solutions is a small Accounting company based in Carrum Downs, Australia. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Blackburn, Australia
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WangYuan Accountants, an Accounting company, was established in 2001. The team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Shepparton, Australia
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Established in 1987, JH&Co is a small Accounting company in Shepparton, Australia. Their team offers Accounting and Business Consulting.
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UndisclosedUndisclosed50 - 249Dingley Village, Australia
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Ashfords is an Accounting company. They were launched in 2016 and provide Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Bentleigh, Australia
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CIA Tax is a small Bentleigh, Australia-based Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Brighton, Australia
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In Brighton, Australia, Grant Lawrence & Associates is a small Accounting company. The team provides Accounting.
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UndisclosedUndisclosed10 - 49Truganina, Australia
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Western Suburb Accountants, a small Accounting company, is headquartered in Truganina, Australia. The team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Melbourne, Australia
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Webb Martin Consulting is an Accounting company. Their small team is in Melbourne, Australia. Their services include Accounting.
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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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List of the Top 15 Financial Services Companies
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$25,000+$50 - $99 / hr50 - 249Gliwice, Poland
Ability to deliver
37.8/40.018/20 Reviews10/10 Clients & Experience9.8/10 Market PresenceService focus
10% Financial Advising & Planning90% Other -
$1,000+< $25 / hr250 - 999Coimbatore, India
Ability to deliver
37.8/40.018.2/20 Reviews10/10 Clients & Experience9.6/10 Market PresenceService focus
25% Accounting75% Other -
Undisclosed$100 - $149 / hr50 - 249Walnut, CA
Ability to deliver
37.6/40.017.6/20 Reviews10/10 Clients & Experience10/10 Market PresenceService focus
30% Accounting70% Other -
$5,000+$200 - $300 / hr10 - 49Allentown, PA
Ability to deliver
37/40.017.4/20 Reviews10/10 Clients & Experience9.6/10 Market PresenceService focus
20% Accounting80% Other -
Undisclosed$200 - $300 / hr10 - 49New York, NY
Ability to deliver
36.8/40.017.2/20 Reviews10/10 Clients & Experience9.6/10 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 -
$1,000+< $25 / hr1,000 - 9,999
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+$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 / 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+< $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 -
$1,000+$50 - $99 / hr10 - 49
Ability to deliver
34.1/40.017.2/20 Reviews7.6/10 Clients & Experience9.2/10 Market PresenceService focus
10% Accounting90% Other -
UndisclosedUndisclosed50 - 249Syracuse, NY
Ability to deliver
34/40.017.6/20 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 -
$5,000+$100 - $149 / hr10 - 49
Ability to deliver
33.4/40.016.8/20 Reviews7.6/10 Clients & Experience9/10 Market PresenceService focus
30% Accounting70% Other -
$1,000+$100 - $149 / hr2 - 9Schaumburg, IL
Ability to deliver
32.9/40.016.4/20 Reviews9.2/10 Clients & Experience7.3/10 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 -
UndisclosedUndisclosed250 - 999Indianapolis, IN
Ability to deliver
32.5/40.018.2/20 Reviews8.8/10 Clients & Experience5.5/10 Market PresenceService focus
10% Accounting90% Other -
$1,000+Undisclosed10 - 49Londonderry, NH
Ability to deliver
32.5/40.018.4/20 Reviews6.9/10 Clients & Experience7.2/10 Market PresenceService focus
80% Accounting20% Other -
UndisclosedUndisclosed50 - 249Dubai, United Arab Emirates
Ability to deliver
32.3/40.017.2/20 Reviews8.1/10 Clients & Experience7/10 Market PresenceService focus
45% Accounting5% Financial Advising & Planning50% 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+Undisclosed50 - 249Cambridge, MA
Ability to deliver
32.2/40.017/20 Reviews8.3/10 Clients & Experience6.9/10 Market PresenceService focus
75% Accounting25% 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+$100 - $149 / hr50 - 249Vaughan, Canada
Ability to deliver
32.1/40.016.4/20 Reviews8.9/10 Clients & Experience6.8/10 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 -
$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 -
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.