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 - 49Columbus, OH
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Accounting company CPA Advisory Group, Inc was launched in 1985. The team provides Accounting.
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UndisclosedUndisclosed2 - 9Columbus, OH
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Located in Columbus, Ohio, Mefford & Company, CPAs and Business Advisors is a small Accounting company. The team offers Accounting.
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UndisclosedUndisclosed50 - 249Columbus, OH
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Established in 2002, Bodine Perry is a midsize Accounting company. Their team offers Accounting.
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UndisclosedUndisclosed2 - 9Woodstock, GA
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Simpson & Simpson Accounting, LLC is a small Accounting company in Woodstock, Georgia and Atlanta, Georgia. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Atlanta, GA
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Based in Atlanta, Georgia, Hilsmier & Associates is an Accounting company. Founded in 2007, the team provides Accounting.
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UndisclosedUndisclosed2 - 9Modesto, CA
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Dolores Mika LaVelle, CPA is an Accounting company. Their small team is located in Modesto, California. Their team offers Accounting.
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UndisclosedUndisclosed50 - 249Atlanta, GA
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HLB Gross Collins, P.C., an Accounting company, was established in 1969. The firm provides Accounting and Business Consulting, and is midsize.
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UndisclosedUndisclosed2 - 9Lawrenceville, GA
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Accounting company The Gentry Group Ltd is based in Lawrenceville, Georgia. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Santa Maria, CA
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Established in 1984, Dorothy J. Hamilton, CPA is an Accounting company. Their services include Accounting.
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UndisclosedUndisclosed50 - 249Atlanta, GA
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Accounting company AGH, LLC was founded in 1975. The team provides Accounting and Business Consulting and is headquartered in Atlanta, Georgia.
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UndisclosedUndisclosed2 - 9Panania, Australia
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Bartly Pty Ltd, a small Accounting company, is headquartered in Panania, Australia. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Carmichael, CA
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ADVANCED TAX & ACCOUNTING FIRM is a Carmichael, California-based Accounting company. They focus on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Atlanta, GA
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Padgett & Company, LLC is a small Accounting company headquartered in Atlanta, Georgia. The team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Atlanta, GA
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Ross Lane & Company, LLC is a small Accounting company located in Atlanta, Georgia. The team provides Accounting.
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UndisclosedUndisclosed10 - 49Atlanta, GA
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Ascent | CPA is an Accounting company. In Atlanta, Georgia, their small team specializes in Accounting. The agency was launched in 2006.
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UndisclosedUndisclosed2 - 9Dunwoody, GA
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Allpass & Company CPA, LLC is a small Accounting company based in Dunwoody, Georgia. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Chula Vista, CA
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Bonilla Accounting Firm is an Accounting company. Established in 1976, the company is located in Chula Vista, California. Their team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Palm Springs, CA
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The Accounting Office is an Accounting company. Headquartered in Palm Springs, California, the team provides Accounting.
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UndisclosedUndisclosed2 - 9Atlanta, GA
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Small Accounting company Rosenberg & Company, P.C., is located in Atlanta, Georgia. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Oakland, CA
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Accounting company Timpson Garcia, LLP is in Oakland, California. They provide Accounting and Business Consulting and were established in 1924.
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UndisclosedUndisclosed10 - 49Thomasville, GA
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Launched in 1974, Lanigan & Associates, P.C. Is a small Accounting company. Their services include Accounting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed2 - 9Omaha, NE
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Established in 2007, CFO 4 Your Biz is an Accounting company. The small team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Bakersfield, CA
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WYS Accounting Inc., an Accounting company, specializes in Accounting. The agency is based in Bakersfield, California.
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UndisclosedUndisclosed10 - 49Alhambra, CA
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Winnes Wong, CPA is an Accounting company launched in 1999. Their team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Atlanta, GA
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Mensah Finance Group is an Accounting company. Their small team is located in Atlanta, Georgia. Their team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Duluth, GA
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Lao & Associates PC is a small Duluth, Georgia-based Accounting company. The team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Atlanta, GA
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FairShare Financial, PC, a small Accounting company, is based in Atlanta, Georgia. The team offers Accounting.
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UndisclosedUndisclosed10 - 49Decatur, GA
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Burge & Associates, PC, a small Accounting company, is headquartered in Decatur, Georgia. The team provides Accounting.
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UndisclosedUndisclosed10 - 49Norcross, GA
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Launched in 2001, Krishnan Company, PC. CPA is an Accounting company. The team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Modesto, CA
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Established in 2013, Priority Tax Service is a small Modesto, California-based Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Sandy Springs, GA
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Rusenko CPA, PC is a Sandy Springs, Georgia-based Accounting company. Founded in 2008, the team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Marietta, GA
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Goldman & Company, CPAs, P.C. Is a small Accounting company in Marietta, Georgia. The team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49San Luis Obispo, CA
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MOSAIC Business Services is an Accounting company. The team offers Accounting and is based in San Luis Obispo, California.
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UndisclosedUndisclosed10 - 49Mona Vale, Australia
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BMG Accountants is an Accounting company. They are in Mona Vale, Australia and have small team. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Duluth, GA
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Robins, Eskew, Smith & Jordan CPAs is an Accounting company headquartered in Duluth, Georgia and Fayetteville, Georgia. Their services include Accounting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed2 - 9Madera, CA
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Founded in 1997, Blankenship & Company is a small Accounting company based in Madera, California. Their team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Duluth, GA
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Davis & Langford CPA is an Accounting company. The Duluth, Georgia-based firm was established in 2008. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Bakersfield, CA
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Kim Lohman, CPA is a small Accounting company founded in 2012. Their team specializes in Accounting.
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UndisclosedUndisclosed50 - 249Boston, MA
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The Hamilton Company is a midsize Commercial Financing company. Established in 1954, the team provides Commercial Financing and Commercial Property Management.
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UndisclosedUndisclosed10 - 49Westerville, OH
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Professional Practice Management Inc, a small Accounting company, is based in Westerville, Ohio. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Columbus, OH
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Headquartered in Columbus, Ohio, P.D. Eye Forensics, LLC is an Accounting company. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Westerville, OH
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Nichols & Company, CPAs is an Accounting company. Launched in 1985, the company offers Accounting.
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UndisclosedUndisclosed2 - 9Hilliard, OH
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Kirkey & Co is an Accounting company. They are located in Hilliard, Ohio and have small team. Their team offers Accounting.
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UndisclosedUndisclosed2 - 9Columbus, OH
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Schaefer & Associates is an Accounting company. They are headquartered in Columbus, Ohio and have small team. Their team focuses on Accounting.
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UndisclosedUndisclosed10 - 49Columbus, OH
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Marino & Company CPA, Inc., a small Accounting company, is headquartered in Columbus, Ohio. The team offers Accounting.
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UndisclosedUndisclosed10 - 49Parma, OH
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Simic CPA Company is an Accounting company. They offer Accounting and are based in Parma, Ohio.
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UndisclosedUndisclosed50 - 249Akron, OH
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Cohen & Company is an Accounting company. The team offers Accounting, and the firm is in Akron, Ohio.
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UndisclosedUndisclosed50 - 249Cleveland, OH
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Accounting company Ciuni & Panichi was launched in 1973. The midsize team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Parramatta, Australia
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Accounting company Blueprint Accounting & Consulting Services is in Parramatta, Australia. Launched in 2014, the team provides Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Needham, MA
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Equity Industrial Partners is a small Needham, Massachusetts-based Commercial Development company. Their services include Commercial Development and 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.