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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UndisclosedUndisclosed2 - 9Oklahoma City, OK
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Founded in 1975, Trenary CPA Firm is an Accounting company. The team offers Accounting.
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UndisclosedUndisclosed10 - 49Sandy Springs, GA
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Accounting company Brooks, McGinnis & Company, LLC is in Sandy Springs, Georgia. They focus on Accounting and Business Consulting and were founded in 1976.
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UndisclosedUndisclosed10 - 49Brisbane City, Australia
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Allens Australia is an Accounting company. Headquartered in Brisbane City, Australia, the agency was founded in 1983. Their team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Alpharetta, GA
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Juravel & Company, LLC is an Accounting company established in 1987. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Farmington, NM
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Chipmans Accounting is a small Accounting company based in Farmington, New Mexico. The team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Ashburn, GA
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Cleghorn Financial Operations, Inc., a small Accounting company, is headquartered in Ashburn, Georgia. The team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Aztec, NM
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R. Shane Chance, CPA PC, a small Accounting company, is in Aztec, New Mexico. The team provides Accounting.
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UndisclosedUndisclosed2 - 9Paddington, Australia
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Hopley Bone Accountants is an Accounting company. The Paddington, Australia-based company was founded in 1991. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Ukiah, CA
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Obenyah LLP, CPAs is an Accounting company. In Ukiah, California, the agency was founded in 2017. Their team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Warner Robins, GA
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Bennett Financial, LLC is a small Warner Robins, Georgia-based Accounting company. Their services include Accounting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed2 - 9
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Cascade Accounting & Tax, a small Accounting company, is based in. The team focuses on Accounting.
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UndisclosedUndisclosed10 - 49Santa Fe, NM
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Barraclough & Associates, P.C., a small Accounting company, is based in Santa Fe, New Mexico. The team provides Accounting.
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UndisclosedUndisclosed2 - 9Fargo, ND
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Bryce Anderson and Associates, PLLC is an Accounting company. They are headquartered in Fargo, North Dakota and have small team. They focus on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Santa Fe, NM
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Small Accounting company Ann MacKinnon, CPA, PC, is based in Santa Fe, New Mexico. The team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Santa Barbara, CA
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Santa Barbara Tax and Accounting Services is an Accounting company. They were launched in 2010, and their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Jimboomba, Australia
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Based in Jimboomba, Australia, David Dwyer & Associates is a small Accounting company. The team offers Accounting.
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UndisclosedUndisclosed2 - 9Las Cruces, NM
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Kriegel / Gray / Shaw & Co., P.C. Is a small Accounting company in Las Cruces, New Mexico. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Albuquerque, NM
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Small Accounting company Fidel, Perner & Michnovicz, LLC, is headquartered in Albuquerque, New Mexico. The team provides Accounting.
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UndisclosedUndisclosed2 - 9Warner Robins, GA
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Rivers & Company, LLC is an Accounting company. They are headquartered in Warner Robins, Georgia and have small team. Their team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Campbell, CA
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Founded in 2015, Shaffer Accounting Services is an Accounting company. The team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Buford, GA
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North Georgia Accounting Solutions is an Accounting company. Established in 2008, the team provides Accounting and Business Consulting. The company is located in Buford, Georgia.
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UndisclosedUndisclosed2 - 9Hoschton, GA
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Gibson's Accounting Small Business Services, Inc. Is an Accounting company. They are based in Hoschton, Georgia and have small team. Their team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Carlsbad, CA
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Hackett, Metsker & Oswald is an Accounting company. In Carlsbad, California, the agency was founded in 2001. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Atlanta, GA
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Stresser & Associates, P.C. Is a small Accounting company in Atlanta, Georgia. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Stockton, CA
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Jeff Walker, CPA is an Accounting company. Established in 2009, the team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Chatswood, Australia
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Imagine Accounting is an Accounting company founded in 2002. Based in Chatswood, Australia, the team provides Accounting.
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UndisclosedUndisclosed10 - 49Sydney, Australia
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CD & TL Accountants & Advisors, an Accounting company, is based in Sydney, Australia. They provide Accounting and Business Consulting and were founded in 2002.
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UndisclosedUndisclosed2 - 9Salinas, CA
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Launched in 1964, Brandon & Tibbs Accountants is an Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Menai, Australia
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CGH & Associates is an Accounting company. They focus on Accounting and Business Consulting and were established in 1994. The agency is headquartered in Menai, Australia.
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UndisclosedUndisclosed2 - 9Bottineau, ND
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Serhienko Collin D CPA is a small Accounting company located in Bottineau, North Dakota. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Roswell, GA
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Decker & Company, LLC is an Accounting company. They are located in Roswell, Georgia and have small team. Their team provides Accounting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed10 - 49New York, NY
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Giuseppe Brusa CPA LLC is a small Accounting company. They specialize in Accounting and were established in 1987.
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UndisclosedUndisclosed2 - 9Arcadia, CA
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Stanley G. Parkhurst Inc. Is an Accounting company. Founded in 1992, the firm is located in Arcadia, California. Their team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Maspeth, NY
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Imperato Tax Services is an Accounting company. They are located in Maspeth, New York and have small team. Their team offers Accounting.
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UndisclosedUndisclosed2 - 9Los Gatos, CA
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Loreen E. Huddleston, CPA is an Accounting company located in Los Gatos, California. Launched in 1987, the team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed50 - 249Brisbane City, Australia
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Founded in 1983, SRJ Walker Wayland is a midsize Accounting and Business Consulting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Bronx, NY
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Based in Bronx, New York, LR Multiservices is a small Accounting company. The team provides Accounting.
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UndisclosedUndisclosed2 - 9Bowman, ND
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Located in Bowman, North Dakota, Morland Financial Services is an Accounting company. They offer Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Modesto, CA
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Warmerdam CPA Group - Ever S. Ventura, CPA is an Accounting company located in Modesto, California. They specialize in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Helensvale, Australia
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Located in Helensvale, Australia, Hendersons Chartered Accountants & Tax Agents is an Accounting company. They focus on Accounting and cloud consulting & SI.
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UndisclosedUndisclosed2 - 9Nerang, Australia
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Accounting company The A Firm Financial Solutions Group is in Nerang, Australia. They offer Accounting and were established in 2012.
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UndisclosedUndisclosed10 - 49Palm Beach, Australia
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Crowley, Calvert & Associates is an Accounting company. In Palm Beach, Australia, the company focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9New York, NY
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Omega Tax Solutions is a small Accounting company. They specialize in Accounting and were founded in 2004.
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UndisclosedUndisclosed10 - 49Nambour, Australia
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SDE Accountants Nambour is a small Nambour, Australia-based Accounting company. Their services include Accounting and cloud consulting & SI.
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UndisclosedUndisclosed250 - 999New York, NY
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Berdon LLP is an Accounting company. Launched in 1917, the firm focuses on Accounting.
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UndisclosedUndisclosed2 - 9Cooroy, Australia
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Accounting company Billinghurst Martin is located in Cooroy, Australia. They provide Accounting.
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UndisclosedUndisclosed50 - 249Rockhampton, Australia
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Accounting company HHH Partners is located in Rockhampton, Australia. They focus on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Devils Lake, ND
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Small Accounting company Britsch & Associates PC, is in Devils Lake, North Dakota. The team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Tucker, GA
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Kilpatrick, Rea and Associates, CPA is an Accounting company. The Tucker, Georgia-based team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Duluth, GA
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Launched in 2009, Helfer & Company CPAs, P.C. Is an Accounting company. The firm focuses on Accounting and Finance & Accounting Outsourcing (FAO).
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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.