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 - 49Urbandale, IA
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Accounting company Timmins, Jacobsen & Strawhacker was launched in 1945. The team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Selby, Australia
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Small Accounting company Selby Accounting Service, is based in Selby, Australia. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Warners Bay, Australia
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Evolution Business + Personal Advisers is an Accounting company. Founded in 2004, the agency offers Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Geelong, Australia
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Based in Geelong, Australia, Diligence Bookkeeping is an Accounting company. They provide Accounting.
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UndisclosedUndisclosed10 - 49Charlestown, Australia
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KLM Accountants is an Accounting company. They are located in Charlestown, Australia, and their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Highton, Australia
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Keleman & Associates is an Accounting company. Their small team is headquartered in Highton, Australia. Their team offers Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Dunlap, IA
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Founded in 2000, Gross & Company is a small Dunlap, Iowa-based Accounting company. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Highton, Australia
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Miss Money Penny is an Accounting company. Their small team is located in Highton, Australia. Their team specializes in Accounting.
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UndisclosedUndisclosed10 - 49Clinton, IA
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Accounting company Winkel, Parker & Foster was established in 2009. The team offers Accounting and is based in Clinton, Iowa.
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UndisclosedUndisclosed2 - 9Newtown, Australia
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Strive Business Solutions is an Accounting company. Their small team is headquartered in Newtown, Australia. Their team offers Accounting.
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UndisclosedUndisclosed10 - 49
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Headquartered in , BDO Alliance USA is a small Accounting company. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Epsom, Australia
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Established in 1998, Goers & Maunder is a small Epsom, Australia-based Accounting company. Their team provides Accounting.
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UndisclosedUndisclosed10 - 49Waratah, Australia
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AV Chartered Accountants, a small Accounting company, is located in Waratah, Australia and Maitland, Australia. The team provides Accounting.
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UndisclosedUndisclosed2 - 9Tyabb, Australia
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View to Profit accounting services, a small Accounting company, is headquartered in Tyabb, Australia. Their services include Accounting.
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UndisclosedUndisclosed50 - 249Newcastle, Australia
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Launched in 1953, Cutcher & Neale is an Accounting company. The company offers Accounting.
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UndisclosedUndisclosed10 - 49Goodyear, AZ
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Launched in 2014, MLR Professional Tax Services is an Accounting company. Their team provides Accounting.
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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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We evaluate service providers using a structured methodology that combines:
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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 -
UndisclosedUndisclosed50 - 249Dubai, United Arab Emirates
Ability to deliver
32.5/40.017.4/20 Reviews8.1/10 Clients & Experience7/10 Market PresenceService focus
45% Accounting5% Financial Advising & Planning50% 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 -
$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.