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 - 9Salinas, CA
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Lavorato & Darling, Inc. Is an Accounting company. They focus on Accounting and were founded in 1984.
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UndisclosedUndisclosed10 - 49Monticello, IN
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Accounting company Baker Milligan CPA's is located in Monticello, Indiana. They specialize in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9El Segundo, CA
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Accounting company Lawrence R. Mitchell & Company is located in El Segundo, California. Founded in 2007, the team offers Accounting.
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UndisclosedUndisclosed2 - 9Anderson, IN
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Accounting company Stewart, Peck, Hueston & Thomas LLC provides Accounting and Business Consulting. They were founded in 1982.
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UndisclosedUndisclosed2 - 9Mission Viejo, CA
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LeWinter Tax Associates, Inc. Is an Accounting company. They are based in Mission Viejo, California and have small team. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Tipton, IN
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Headquartered in Tipton, Indiana, Logan Graham & Conner Accountants PC is a small Accounting company. The team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9San Ramon, CA
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Leyman & Company, Accountants & Consultants is an Accounting company in San Ramon, California. They specialize in Accounting.
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UndisclosedUndisclosed10 - 49Toronto, Australia
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K H Perry & Co is a Toronto, Australia-based Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Sydney, Australia
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Accounting company Ellice-Flint & Co specializes in Accounting. They were founded in 2014.
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UndisclosedUndisclosed2 - 9Kingaroy, Australia
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Small Accounting company Kingaroy Accounting & Tax, is in Kingaroy, Australia. The team offers Accounting.
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UndisclosedUndisclosed50 - 249Burwood, Australia
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Byrons Chartered Accountants is a Burwood, Australia-based Accounting company. The team focuses on Accounting.
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UndisclosedUndisclosed10 - 49Kelvin Grove, Australia
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Thomsens Accounting Brisbane is an Accounting company founded in 1993. The company focuses on Accounting, and is small.
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UndisclosedUndisclosed2 - 9Burwood, Australia
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Located in Burwood, Australia, Burwood Tax Services is a small Accounting company. The team offers Accounting.
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UndisclosedUndisclosed2 - 9Fig Tree Pocket, Australia
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Entimos Accounting and Finance is an Accounting company. Launched in 1996, the firm is headquartered in Fig Tree Pocket, Australia. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Campbelltown, Australia
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JMD Accounting is a small Campbelltown, Australia-based Accounting company. The team offers Accounting.
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UndisclosedUndisclosed2 - 9Coolum Beach, Australia
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Coolum Accountants, a small Accounting company, is located in Coolum Beach, Australia. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Augustine Heights, Australia
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Extrado Accountants & Advisors is an Accounting company. Founded in 1993, the team specializes in Accounting and Business Consulting. The agency is in Augustine Heights, Australia.
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UndisclosedUndisclosed10 - 49The Gap, Australia
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Irwin & Associates is an Accounting company. The team is headquartered in The Gap, Australia, and their services include Accounting and cloud consulting & SI.
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UndisclosedUndisclosed2 - 9Wynnum, Australia
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Francis-Parasyn Accountants is a small Wynnum, Australia-based Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Innisfail, Australia
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Hogan & Associates CPA is a small Innisfail, Australia-based Accounting company. The team offers Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Parramatta Park, Australia
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Hillross Coral Coast, an Accounting and Business Consulting company, was founded in 2001. The company provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Campbelltown, Australia
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KPA Chartered Accountants, a small Accounting company, is based in Campbelltown, Australia. The team offers Accounting.
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UndisclosedUndisclosed2 - 9Carlingford, Australia
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In Carlingford, Australia, Frost Crane & Co. Is an Accounting company. They provide Accounting and Business Consulting and were established in 2000.
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UndisclosedUndisclosed2 - 9Chatswood, Australia
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BROMLEY ACCOUNTING GROUP is an Accounting company. They focus on Accounting and Business Consulting and were established in 2016. The company is in Chatswood, Australia.
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UndisclosedUndisclosed10 - 49Milton, Australia
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Accounting company Apiary Financial is headquartered in Milton, Australia. They focus on Accounting and Business Consulting and were established in 1978.
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UndisclosedUndisclosed2 - 9Parramatta Park, Australia
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Accounting company Competitive Professional Accounting was launched in 2006. The team specializes in Accounting.
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UndisclosedUndisclosed10 - 49Cairns City, Australia
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Located in Cairns City, Australia, Wedrat Chartered Accountants is a small Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Mackay, Australia
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Rasmussen & Associates is an Accounting company. They are located in Mackay, Australia and have small team of experts. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Columbia, MO
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Moresource Inc, an Accounting and Recruiting company, was founded in 1994. Based in Columbia, Missouri, the team focuses on Accounting and Recruiting.
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UndisclosedUndisclosed10 - 49Springfield, MO
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APlus Workforce Management Solutions is an Accounting and HR Consulting company. Their small team is located in Springfield, Missouri. Their team offers Accounting and HR Consulting.
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UndisclosedUndisclosed10 - 49Columbia, MO
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Accounting and HR Consulting company Columbia EDP is headquartered in Columbia, Missouri. They specialize in Accounting and HR Consulting.
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UndisclosedUndisclosed10 - 49St. Peters, MO
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Human Resource Staffing is a small Accounting and HR Consulting company in St. Peters, Missouri and St. Louis, Missouri. Their services include Accounting and HR Consulting.
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UndisclosedUndisclosed2 - 9Springfield, MO
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Spectrum Payroll is a small Accounting and HR Consulting company in Springfield, Missouri. The team specializes in Accounting and HR Consulting.
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UndisclosedUndisclosed10 - 49Lane Cove, Australia
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EFS Strategic is an Accounting company launched in 1980. The team provides Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Las Vegas, NV
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Vegas CPA Group, LLC is an Accounting company. The Las Vegas, Nevada-based firm offers Accounting and IT strategy consulting.
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UndisclosedUndisclosed10 - 49Chatswood, Australia
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Accounting company Dolman Bateman Accountants is located in Chatswood, Australia. The team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Reno, NV
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In Reno, Nevada, J.A. Solari & Partners LLC logo is a small Accounting company. The team offers Accounting.
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UndisclosedUndisclosed10 - 49Palm Desert, CA
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Lund & Guttry LLP, a small Accounting company, is headquartered in Palm Desert, California. The team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Westcourt, Australia
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Established in 2007, Cape York Accounting Westcourt is an Accounting company. In Westcourt, Australia, the team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Chatswood, Australia
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Small Accounting company Easy Tax, is located in Chatswood, Australia. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Visalia, CA
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Lynn S. Conley, CPA is a small Visalia, California-based Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49
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Bertrand & Associates, LLC, an Accounting company, is headquartered in Carson City, Nevada. They offer Accounting and were founded in 1986.
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UndisclosedUndisclosed10 - 49Kissimmee, FL
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Accounting company FreedomSBS was established in 2012. The firm offers Accounting and Graphic Design.
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UndisclosedUndisclosed10 - 49Chatswood, Australia
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MPM Accountants is an Accounting company headquartered in Chatswood, Australia. The team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Burpengary East, Australia
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Adept Accounts & Business Services is an Accounting company. They are in Burpengary East, Australia and have small team. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Stateline, NV
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Located in Stateline, Nevada, Bruce L. Cable, CPA is an Accounting company. Launched in 1979, the team specializes in Accounting.
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UndisclosedUndisclosed10 - 49Pasadena, CA
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Maginnis Knechtel McIntyre LLP, a small Accounting company, is headquartered in Pasadena, California. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Forestville, Australia
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Established in 2003, Trinity Partners Accountants is a small Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Birtinya, Australia
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Launched in 2006, Core Business Accountants is an Accounting company. Their team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Bundall, Australia
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Established in 2002, Accounting Edge, a small Accounting company, is based in Bundall, Australia. Their services include Accounting and cloud consulting & SI.
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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 -
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 -
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
37.4/40.017.8/20 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+< $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+$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 -
$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.