Top Financial Services Firms
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$50,000+$200 - $300 / hr10 - 49Bee Cave, TXServices provided
See all 6 projectsCSTMR is a prominent digital marketing agency specializing in fintech and financial services, offering services such as digital marketing strategies, brand optimization, SEO, content marketing, and website development. The reviews reflect overwhelmingly positive feedback, with approximately 90% emphasizing CSTMR's exceptional project management, timely delivery, and effective communication. Clients consistently highlight CSTMR's domain expertise, innovative approach, and partnership-oriented culture, with over half noting their adaptability and customer-centric focus. Overall, CSTMR is highly recommended for their ability to drive growth and enhance brand presence.
$25,000+Undisclosed250 - 999Sydney, AustraliaServices provided
See all 2 projectsTalent Formula is an accounting services firm that specializes in talent acquisition and management for industry-specific needs, including financial analysts and accountants. They have been praised for their efficient recruitment process and cultural alignment, contributing to a 100% positive feedback rate for their support in business growth and team integration.
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UndisclosedUndisclosed10 - 49San Diego, CA
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Wastvedt & Company, an Accounting company, provide Accounting and Business Consulting. They were founded in 1998.
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UndisclosedUndisclosed10 - 49Bakersfield, CA
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Williams Adams & Company, CPAs is an Accounting company. They are located in Bakersfield, California, and their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Bundall, Australia
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Accounting company Southgate Accountants was launched in 2003. The small team offers Accounting and cloud consulting & SI.
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UndisclosedUndisclosed10 - 49Shellharbour City Centre, Australia
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AP Accounting Professionals is an Accounting company. The Shellharbour City Centre, Australia-based company was launched in 1995. Their team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9San Bernardino, CA
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Wilson Ivanova Certified Public Accountants, Inc. Is an Accounting company in San Bernardino, California. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Karalee, Australia
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Orli Henig and Associates is a small Karalee, Australia-based Accounting company. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Los Angeles, CA
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Winningham, Becker & Co., LLP is an Accounting company. They are headquartered in Los Angeles, California and have small team. They focus on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Westcourt, Australia
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Cairns Accounting Services is a Westcourt, Australia-based Accounting company. The team specializes in Accounting and cloud consulting & SI.
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UndisclosedUndisclosedFreelancerColumbus, OH
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Jeri L Jones CPA is a small Columbus, Ohio-based Accounting company. The team offers Accounting.
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UndisclosedUndisclosed50 - 249Columbus, OH
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Headquartered in Columbus, Ohio, BHM CPA Group is a midsize Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Hilliard, OH
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KAS Accounting is a small Accounting company in Hilliard, Ohio. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Mountain View, CA
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Headquartered in Mountain View, California, Young, Craig & Co. Is a small Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Kogarah, Australia
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Accounting company Auswild & Co is located in Kogarah, Australia. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Mount Gravatt, Australia
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Marsh Tincknell Chartered Accountants is a Mount Gravatt, Australia-based Accounting and Business Consulting company. They offer Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Ladera Ranch, CA
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Accounting company Zabaneh & Company CPAs was established in 2009. The team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Bella Vista, Australia
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B A Robinson & Associates is an Accounting company. They are located in Bella Vista, Australia and have small team. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Worthington, OH
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Whalen & Company CPAs, an Accounting company, was founded in 1945. The small team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Gatton, Australia
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Small Accounting company Apex Accounting, is headquartered in Gatton, Australia. The team offers Accounting and cloud consulting & SI.
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UndisclosedUndisclosed10 - 49Columbus, OH
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Pritchett Dlusky Saxe & Keller is an Accounting company. Their small team is headquartered in Columbus, Ohio. Their services include Accounting.
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UndisclosedUndisclosed250 - 999Miamisburg, OH
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Accounting company Clark Schaefer Hackett was founded in 1938. The team specializes in Accounting.
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UndisclosedUndisclosed10 - 49Columbus, OH
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Ary Roepcke Mulchaey is a small Accounting company in Columbus, Ohio. The team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Columbus, OH
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Harris, Burnett & Schmiesing CPAs is an Accounting company. They are headquartered in Columbus, Ohio and have small team. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Springwood, Australia
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Accounting company Abacus Taxation is headquartered in Springwood, Australia. They offer Accounting and Business Consulting and were founded in 1999.
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UndisclosedUndisclosed2 - 9Columbus, OH
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Neilley & Co CPAs is an Accounting company. The Columbus, Ohio-based company focuses on Accounting.
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UndisclosedUndisclosed2 - 9Columbus, OH
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Small Accounting company George Ganter Taxes, is in Columbus, Ohio. The team focuses on Accounting.
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UndisclosedUndisclosed50 - 249Westerville, OH
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Established in 1990, HW&Co. CPAs & Advisors is an Accounting company. The midsize team offers Accounting.
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UndisclosedUndisclosed2 - 9Irvine, CA
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Accounting company Zamucen & Curren, LLP focuses on Accounting and Business Consulting. They were established in 1990.
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UndisclosedUndisclosed50 - 249Columbus, OH
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Located in Columbus, Ohio, Lee CPA Audit Group is a midsize Accounting company. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Hilliard, OH
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Ohio State Bookkeeping, a small Accounting company, is in Hilliard, Ohio. The team provides Accounting.
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UndisclosedUndisclosed2 - 9Columbus, OH
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Small Accounting company Gueye & Associates, CPA Inc, is located in Columbus, Ohio. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Columbus, OH
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Warner Tax Group is a small Accounting company established in 1997. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Westerville, OH
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Accounting company Numbers Up is located in Westerville, Ohio. Launched in 2013, the team offers Accounting.
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UndisclosedUndisclosed2 - 9Fargo, ND
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Accounting 4 Success, an Accounting company, was founded in 2002. The team offers Accounting and Business Consulting and is in Fargo, North Dakota.
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UndisclosedUndisclosed2 - 9Sydney, Australia
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BP Woodward & Associates is a small Accounting company in Sydney, Australia. The team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Williston, ND
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Nehring CPA is an Accounting company. The Williston, North Dakota-based firm offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9North Sydney, Australia
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Baker Taylor Pty Limited is an Accounting company. Their small team is located in North Sydney, Australia. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Dickinson, ND
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State Street Tax and Accounting Advisors, a small Accounting company, is based in Dickinson, North Dakota. The team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9North Sydney, Australia
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BDJ Partners is a small Accounting company in North Sydney, Australia. The team provides Accounting.
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UndisclosedUndisclosed10 - 49Monterey, CA
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Ward Accountancy Inc. Is an Accounting company in Monterey, California. Founded in 1995, the team provides Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49San Jose, CA
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Robert Lee & Associates, LLP is an Accounting company. The San Jose, California-based company was established in 2009. Their team offers Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Santa Clarita, CA
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Farber Hass Hurley LLP is an Accounting company. Their team is headquartered in Santa Clarita, California and offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Minot, ND
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Team Consulting LLC - ND is an Accounting company. Their small team is in Minot, North Dakota. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Jamestown, ND
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Schauer & Associates, P.C. CPAs is an Accounting company. The Jamestown, North Dakota-based company focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Modesto, CA
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Daniel E. Fitzgerald CPA, an Accounting company, is located in Modesto, California. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Minot, ND
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Launched in 2013, Accounting Solutions is an Accounting company. The company provides Accounting and Corporate Training & Coaching.
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UndisclosedUndisclosed2 - 9Oroville, CA
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Davis Hammon & Company is an Accounting company. Founded in 1961, the firm is located in Oroville, California. Their team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Fargo, ND
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Thibedeau & Co PC is a small Accounting company located in Fargo, North Dakota. The team provides Accounting.
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UndisclosedUndisclosed2 - 9Columbus, OH
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Breen Winkel & Co is a small Accounting company headquartered in Columbus, Ohio. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Fargo, ND
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Prime Numbers is an Accounting company launched in 2012. The team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Columbus, OH
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Launched in 2009, Leppert Company CPAs, LLC is a small Accounting company. Their services include Accounting.
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List of the Top 15 Financial Services Companies
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$1,000+< $25 / hr250 - 999Coimbatore, India
Ability to deliver
38.2/40.018.6/20 Reviews10/10 Clients & Experience9.6/10 Market PresenceService focus
25% Accounting75% Other -
Undisclosed$100 - $149 / hr50 - 249Walnut, CA
Ability to deliver
38.2/40.018.2/20 Reviews10/10 Clients & Experience10/10 Market PresenceService focus
30% Accounting70% Other -
UndisclosedUndisclosed10 - 49San Francisco, CA
Ability to deliver
38.1/40.019.4/20 Reviews8.9/10 Clients & Experience9.8/10 Market PresenceService focus
10% Financial Advising & Planning90% Other -
Undisclosed$200 - $300 / hr10 - 49New York, NY
Ability to deliver
37.1/40.017.6/20 Reviews10/10 Clients & Experience9.5/10 Market PresenceService focus
85% Accounting15% Other -
$5,000+$200 - $300 / hr10 - 49Allentown, PA
Ability to deliver
36.8/40.017.2/20 Reviews10/10 Clients & Experience9.6/10 Market PresenceService focus
20% Accounting80% Other -
UndisclosedUndisclosed50 - 249Atlanta, GA
Ability to deliver
36.4/40.017/20 Reviews9.6/10 Clients & Experience9.8/10 Market PresenceService focus
30% Accounting70% Other -
$10,000+$50 - $99 / hr1,000 - 9,999Istanbul, Türkiye
Ability to deliver
36.1/40.016.8/20 Reviews9.3/10 Clients & Experience10/10 Market PresenceService focus
10% Accounting90% Other -
$1,000+< $25 / hr250 - 999
Ability to deliver
35.9/40.016.8/20 Reviews10/10 Clients & Experience9.2/10 Market PresenceService focus
90% Accounting10% Other -
UndisclosedUndisclosed1,000 - 9,999Plantation, FL
Ability to deliver
35.4/40.015.6/20 Reviews10/10 Clients & Experience9.8/10 Market PresenceService focus
10% Accounting90% Other -
$1,000+< $25 / hr250 - 999
Ability to deliver
34.6/40.016.4/20 Reviews9.3/10 Clients & Experience8.9/10 Market PresenceService focus
10% Accounting90% Other -
$1,000+$50 - $99 / hr10 - 49Toronto, Canada
Ability to deliver
34.6/40.016.2/20 Reviews9.5/10 Clients & Experience8.9/10 Market PresenceService focus
40% Accounting10% Financial Advising & Planning50% Other -
$1,000+< $25 / hr50 - 249Jaipur, India
Ability to deliver
34.3/40.017/20 Reviews8/10 Clients & Experience9.3/10 Market PresenceService focus
50% Accounting50% Other -
UndisclosedUndisclosed50 - 249Syracuse, NY
Ability to deliver
33.8/40.017.4/20 Reviews8.7/10 Clients & Experience7.7/10 Market PresenceService focus
40% Accounting60% Other -
$1,000+$50 - $99 / hr10 - 49
Ability to deliver
33.5/40.016.6/20 Reviews7.6/10 Clients & Experience9.2/10 Market PresenceService focus
10% Accounting90% Other -
UndisclosedUndisclosed10 - 49Londonderry, NH
Ability to deliver
33.3/40.019.2/20 Reviews6.9/10 Clients & Experience7.2/10 Market PresenceService focus
80% Accounting20% Other -
$1,000+$100 - $149 / hr2 - 9Schaumburg, IL
Ability to deliver
33.1/40.016.6/20 Reviews9.2/10 Clients & Experience7.3/10 Market PresenceService focus
45% Accounting55% Other -
UndisclosedUndisclosed250 - 999Indianapolis, IN
Ability to deliver
33.1/40.019/20 Reviews8.8/10 Clients & Experience5.3/10 Market PresenceService focus
10% Accounting90% Other -
UndisclosedUndisclosed10 - 49Dubai, United Arab Emirates
Ability to deliver
32.9/40.017.8/20 Reviews8.1/10 Clients & Experience7/10 Market PresenceService focus
45% Accounting5% Financial Advising & Planning50% Other -
$1,000+$100 - $149 / hr50 - 249Vaughan, Canada
Ability to deliver
32.9/40.017.2/20 Reviews8.9/10 Clients & Experience6.8/10 Market PresenceService focus
60% Accounting40% Other -
UndisclosedUndisclosed50 - 249San Francisco, CA
Ability to deliver
32.8/40.016.8/20 Reviews9/10 Clients & Experience6.9/10 Market PresenceService focus
45% Accounting55% Other -
$1,000+$50 - $99 / hr10 - 49Dubai, United Arab Emirates
Ability to deliver
32.6/40.016.2/20 Reviews10/10 Clients & Experience6.5/10 Market PresenceService focus
75% Accounting25% Other -
$1,000+$25 - $49 / hr50 - 249Dubai, United Arab Emirates
Ability to deliver
32.5/40.018.8/20 Reviews6.6/10 Clients & Experience7.1/10 Market PresenceService focus
60% Accounting40% Other -
$1,000+< $25 / hr50 - 249Ho Chi Minh City, Vietnam
Ability to deliver
32.3/40.015.8/20 Reviews7.4/10 Clients & Experience9/10 Market PresenceService focus
30% Accounting70% Other -
$1,000+< $25 / hr50 - 249Philadelphia, PA
Ability to deliver
32.1/40.016.4/20 Reviews9.8/10 Clients & Experience6/10 Market PresenceService focus
50% Accounting50% Other -
$1,000+Undisclosed50 - 249Cambridge, MA
Ability to deliver
32.1/40.017/20 Reviews8.3/10 Clients & Experience6.7/10 Market PresenceService focus
75% Accounting25% Other -
$10,000+< $25 / hr50 - 249Noida, India
Ability to deliver
32/40.016.4/20 Reviews8.3/10 Clients & Experience7.3/10 Market PresenceService focus
80% Accounting20% Other -
$1,000+$25 - $49 / hr50 - 249
Ability to deliver
31.9/40.016.4/20 Reviews10/10 Clients & Experience5.5/10 Market PresenceService focus
50% Accounting50% Other -
UndisclosedUndisclosed50 - 249New York, NY
Ability to deliver
31.9/40.017.4/20 Reviews8.3/10 Clients & Experience6.1/10 Market PresenceService focus
34% Accounting66% Other -
UndisclosedUndisclosed50 - 249Palo Alto, CA
Ability to deliver
31.9/40.016.2/20 Reviews7.2/10 Clients & Experience8.5/10 Market PresenceService focus
90% Accounting10% Other -
$1,000+$150 - $199 / hr10 - 49Victoria, Canada
Ability to deliver
31.7/40.016.2/20 Reviews8.6/10 Clients & Experience7/10 Market PresenceService focus
50% Accounting50% Other
Financial Services Firm FAQs
Financial services firms help individuals and organizations manage, grow, and protect their money. Depending on their niche, they might structure mergers and acquisitions, design retirement plans, underwrite insurance policies, or build tech platforms that streamline back-office banking functions. In short, they translate complex financial regulations and market data into actionable strategies that improve profitability and reduce risk.
Financial services firms have different expertise and solutions aimed at helping businesses achieve their unique objectives. Typical offerings include:
- Investment banking (capital raises, IPO support, M&A advisory)
- Wealth and asset management
- Accounting, audit, and tax planning
- Risk management and insurance brokerage
- Payment processing and merchant services
- Fintech development and systems integration
- Regulatory compliance and internal control reviews
Many firms bundle complementary services—e.g., tax planning plus wealth management—to deliver comprehensive end-to-end support.
The cost of hiring a dedicated financial services firm varies greatly depending on the type of service and other key variables. Here’s a quick breakdown of costs:
- Hourly consulting: $150 – $500+
- Fixed-fee audits or compliance reviews: $5,000 – $50,000
- Ongoing wealth management: 0.5% – 2% of assets under management (AUM)
- Fintech development projects: $25,000 – $500,000+ depending on scope
Other factors that influence costs include location, firm reputation, and project complexity. Always request a detailed proposal that breaks down deliverables, timelines, and any success-based fees.
- Define your objectives—e.g., raise capital, automate reporting, or diversify investments.
- Shortlist firms with proven experience in your industry or asset class.
- Check Clutch reviews for transparency on results, communication, and ethics.
- Evaluate certifications (CFA, CPA, FINRA registrations) and regulatory history.
- Compare pricing models to ensure incentives align with your goals.
- Guaranteed returns or unrealistic projections
- Lack of written compliance policies or regulatory disclosures
- Vague fee structures or hidden performance charges
- Limited client references or no third-party audits
- Poor communication cadence or reluctance to share proprietary methodologies
- Which regulators oversee your practice, and are you in good standing?
- Can you share case studies that mirror our size and objectives?
- How is your compensation structured, and do you receive referral incentives?
- What technology or security frameworks protect our sensitive data?
- How will you measure success, and how often will we review performance?
Freelance advisors often specialize in one area, such as tax prep or bookkeeping, and can be cost-effective for straightforward tasks. On the other hand, full-service firms provide multidisciplinary teams —consisting of analysts, compliance officers, and technologists— capable of handling complex, interconnected projects like cross-border M&A or enterprise-level digital transformation.
Key metrics depend on the engagement. Usually, financial services firms monitor the following:
- Wealth management: portfolio growth versus benchmark indices
- Fintech implementation: reduction in processing time or error rates
- Risk consulting: lower insurance premiums or improved credit ratings
Clear KPIs should be defined in your engagement letter and tracked through regular, data-driven reports.