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 - 9Baulkham Hills, Australia
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Goodwin Chivas & Co is an Accounting and Business Consulting company. Founded in 1989, the team focuses on Accounting and Business Consulting. The agency is based in Baulkham Hills, Australia.
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UndisclosedUndisclosed2 - 9Baulkham Hills, Australia
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Hadleys CPA is an Accounting company. They are headquartered in Baulkham Hills, Australia and have small team of experts. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Bella Vista, Australia
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Launched in 1991, Hockley Giblin Pty Ltd is an Accounting company. The team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Noblesville, IN
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Brugh CPA Group is an Accounting company. They specialize in Accounting and are located in Noblesville, Indiana.
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UndisclosedUndisclosed2 - 9Visalia, CA
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Douglas M. Berg, CPA, an Accounting company, was launched in 1982. The small team focuses on Accounting.
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UndisclosedUndisclosed10 - 49Greenwood, IN
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AccuPay is a small Accounting company based in Greenwood, Indiana. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Indianapolis, IN
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Established in 2006, The Watermark Group is a small Indianapolis, Indiana-based Accounting company. Their team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Fresno, CA
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Douglas M. Smith & Co. Is an Accounting company. The small Fresno, California-based team offers Accounting and Business Consulting. The company was launched in 1997.
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UndisclosedUndisclosed10 - 49Fort Wayne, IN
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Located in Fort Wayne, Indiana, Hamil, Lehman & England PC is an Accounting company. The team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Evansville, IN
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Weinzapfel & Co is an Accounting company. Launched in 2001, the team offers Accounting and Business Consulting. The company is based in Evansville, Indiana.
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UndisclosedUndisclosed2 - 9Morgan Hill, CA
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Established in 1991, Elder & Company, An Accountancy Corporation, a small Accounting company, is in Morgan Hill, California. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Napa, CA
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Elite Financial Company, Inc is an Accounting company. They are based in Napa, California and have small team. They specialize in Accounting.
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UndisclosedUndisclosed2 - 9Davis, CA
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Osborne Accountancy Corporation is a small Accounting company. Established in 2008, the team offers Accounting.
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UndisclosedUndisclosed2 - 9Anchorage, AK
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Alaska Business Development Center is a Business Consulting company. Founded in 1978, their team provides Business Consulting and Accounting.
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UndisclosedUndisclosed10 - 49West Chester, PA
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Small Accounting and HR Consulting company PrimePay, is located in West Chester, Pennsylvania. The team offers Accounting and HR Consulting.
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UndisclosedUndisclosed10 - 49Milford, CT
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Accounting and HR Consulting company ConnectPay Payroll Services is located in Milford, Connecticut. They focus on Accounting and HR Consulting.
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UndisclosedUndisclosed10 - 49Warsaw, IN
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Accounting company Dahms & Yarian Inc was launched in 1978. The team focuses on Accounting and Business Consulting and is based in Warsaw, Indiana.
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UndisclosedUndisclosed2 - 9Columbus, IN
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Headquartered in Columbus, Indiana, Oscar M Gerth, CPA is an Accounting company. Launched in 1977, the team provides Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Baulkham Hills, Australia
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INFINITE ACCOUNTING SOLUTIONS, a small Accounting company, is located in Baulkham Hills, Australia. The team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Merced, CA
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Launched in 1991, Elwin P. Floyd, CPA is an Accounting company. Their team provides Accounting.
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UndisclosedUndisclosed2 - 9Noblesville, IN
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Located in Noblesville, Indiana, Kimmel Consulting, LLC is an Accounting company. They provide Accounting and Business Consulting and were founded in 2009.
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UndisclosedUndisclosed2 - 9Bella Vista, Australia
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Launched in 2003, JH Business Services & Taxation is an Accounting company. The firm specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Sydney, Australia
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Accounting company Jones Partners is in Sydney, Australia and Baulkham Hills, Australia. They focus on Accounting and Business Consulting and were established in 1970.
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UndisclosedUndisclosed2 - 9Honolulu, HI
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Accounting company CMR Financial Advisors was founded in 1987. The team specializes in Accounting and Business Consulting and is based in Honolulu, Hawaii.
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UndisclosedUndisclosed10 - 49Pialba, Australia
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Drew Stephenson Chartered Accountants is an Accounting company established in 1989. The agency focuses on Accounting.
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UndisclosedUndisclosed10 - 49San Mateo, CA
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Engelman Accountancy Corp, an Accounting company, offers Accounting and Business Consulting. The company is in San Mateo, California.
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UndisclosedUndisclosed10 - 49Robina, Australia
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Accounting company M & M Group Accounting is based in Robina, Australia. They specialize in Accounting and Business Consulting and were launched in 2011.
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UndisclosedUndisclosed2 - 9Deception Bay, Australia
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Dave Donnelly Accounting and Taxation Services is an Accounting company. Their small team is headquartered in Deception Bay, Australia. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Baulkham Hills, Australia
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Pathway Accounting is a small Baulkham Hills, Australia-based Accounting company. The team offers Accounting and cloud consulting & SI.
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UndisclosedUndisclosed2 - 9Rockhampton, Australia
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C.T. Harris & Company, a small Accounting company, is located in Rockhampton, Australia. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Bella Vista, Australia
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Platinum One is an Accounting company founded in 2005. The firm offers Accounting, and is small.
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UndisclosedUndisclosed10 - 49Redcliffe, Australia
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Redcliffe Accounting is an Accounting company. Their small team is based in Redcliffe, Australia. Their team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Bella Vista, Australia
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ProAccounting Business Solutions is an Accounting company. They focus on Accounting and cloud consulting & SI and were founded in 2006. The agency is based in Bella Vista, Australia.
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UndisclosedUndisclosed2 - 9Bella Vista, Australia
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Results Accounting is an Accounting company. The company is headquartered in Bella Vista, Australia. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Springwood, Australia
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Small Accounting company Ausena Accountants , is based in Springwood, Australia. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Angels Camp, CA
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Accounting company Ebbetts Pass Accounting Svc was launched in 1980. The team offers Accounting.
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UndisclosedUndisclosed10 - 49Stamford, CT
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Pay USA Inc. Is an Accounting and Business Consulting company. Their team is located in Stamford, Connecticut. The firm specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Murrieta, CA
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Expert Accounting Services is an Accounting company. They focus on Accounting and Business Consulting and were founded in 2008.
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UndisclosedUndisclosed2 - 9Bundaberg Central, Australia
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Bundaberg Tax and Accounting, an Accounting company, is headquartered in Bundaberg Central, Australia. They offer Accounting.
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UndisclosedUndisclosed2 - 9Newport Beach, CA
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Accounting company Farris & Company An Accountancy Corporation was founded in 2006. The firm specializes in Accounting.
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UndisclosedUndisclosed2 - 9Agoura Hills, CA
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FEDDERSEN & COMPANY, LLP is an Accounting company headquartered in Agoura Hills, California. They focus on Accounting and were launched in 1957.
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UndisclosedUndisclosed2 - 9Toowong, Australia
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Ryan Harvie McEnery Chartered Accountants is a Toowong, Australia-based Accounting company. The team provides Accounting.
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UndisclosedUndisclosed10 - 49Saint Paul, MN
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Ballenthin, Funk & Johnson, LLP is an Accounting company. Their team is in Saint Paul, Minnesota and offers Accounting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed2 - 9Bella Vista, Australia
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Cruz & Co is an Accounting company. Their small team is headquartered in Bella Vista, Australia. Their team provides Accounting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed2 - 9Murrumba Downs, Australia
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Oceania Public Accountants is an Accounting company. Their small team is headquartered in Murrumba Downs, Australia. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Duluth, MN
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Hansen House Company is an Accounting company. The team focuses on Accounting and Business Consulting and is headquartered in Duluth, Minnesota.
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UndisclosedUndisclosed2 - 9Baulkham Hills, Australia
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Headquartered in Baulkham Hills, Australia, Robertson & Greenwood is a small Accounting company. The team provides Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Bloomington, MN
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Carpenter, Evert and Associates, an Accounting company, is located in Bloomington, Minnesota. They provide Accounting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed2 - 9Calabasas, CA
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Ferguson & Company, Inc is an Accounting company. The Calabasas, California-based team focuses on Accounting.
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UndisclosedUndisclosed10 - 49Las Vegas, NV
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Trust HRC is an Accounting company. They are in Las Vegas, Nevada and have small team. Their services include Accounting.
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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.