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 - 9Coolangatta, Australia
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Headquartered in Coolangatta, Australia, Sullivan Rees is an Accounting company. The team specializes in Accounting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed10 - 49Cleveland, Australia
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Founded in 2007, Jewell Moore Chartered Accountants is an Accounting company. Headquartered in Cleveland, Australia, the team provides Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49North Sydney, Australia
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Founded in 1981, IACR Partners is a small Accounting company. Their team offers Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Northbrook, IL
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PBG Financial Services, Ltd., an Accounting company, was established in 1983. The small team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Epping, Australia
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Ian L Wallace & Co is a small Accounting company in Epping, Australia. The team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Novato, CA
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Meyer & Associates, A Certified Public Accountancy is an Accounting company. Launched in 2009, the team provides Accounting.
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UndisclosedUndisclosed10 - 49Rockhampton, Australia
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Evans & Hearn is an Accounting company. They provide Accounting and cloud consulting & SI and are based in Rockhampton, Australia.
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UndisclosedUndisclosed2 - 9Libertyville, IL
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Friess Financial, Inc. Is a small Accounting company launched in 2019. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Epping, Australia
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Accounting company Logan Woods Pty Ltd was founded in 1994. Headquartered in Epping, Australia, the team provides Accounting.
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UndisclosedUndisclosed50 - 249Tulare, CA
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M. Green and Company, LLP is an Accounting company in Tulare, California. Established in 1951, the team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Forbes, Australia
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Founded in 2001, BWR Accountants & Advisers, a small Accounting company, is based in Forbes, Australia. Their team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Elgin, IL
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Joyce & Associates, LLC is an Accounting company founded in 2010. The team provides Accounting.
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UndisclosedUndisclosed2 - 9Brisbane City, Australia
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Accounting company UEM Business was established in 2011. The team provides Accounting and cloud consulting & SI.
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UndisclosedUndisclosed10 - 49Lismore, Australia
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Blackburn ' Prior is an Accounting company in Lismore, Australia. Founded in 1958, the team specializes in Accounting and cloud consulting & SI.
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UndisclosedUndisclosed2 - 9Hoopeston, IL
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Russell Leigh & Associates is a small Accounting company founded in 1983. Their team focuses on Accounting.
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UndisclosedUndisclosed10 - 49Grafton, Australia
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Stephenson Partners is an Accounting company. They are based in Grafton, Australia and have small team of experts. Their services include Accounting and cloud consulting & SI.
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UndisclosedUndisclosed10 - 49Roma, Australia
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Statham Cheesman , an Accounting company, was founded in 1946. The team specializes in Accounting and Business Consulting and is located in Roma, Australia.
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UndisclosedUndisclosed2 - 9Spring Hill, Australia
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AMG Accountants is an Accounting company. Their small team is headquartered in Spring Hill, Australia. Their team offers Accounting.
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UndisclosedUndisclosed2 - 9Countryside, IL
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Skala & Associates is an Accounting company. Launched in 1985, the firm is based in Countryside, Illinois. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Chamblee, GA
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Established in 2000, Buena Vista Business Consulting is an Accounting company. The team specializes in Accounting and Business Consulting and is in Chamblee, Georgia.
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UndisclosedUndisclosed2 - 9Chicago, IL
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Cutrara Consulting is a Business Consulting company. Headquartered in Chicago, Illinois, their team provides Business Consulting and Accounting.
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UndisclosedUndisclosed2 - 9Atlanta, GA
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Forbes & Company is an Accounting company. Located in Atlanta, Georgia, their team offers Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Campbelltown, Australia
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Accountcorp Group Services is an Accounting company. They specialize in Accounting and are headquartered in Campbelltown, Australia.
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UndisclosedUndisclosed2 - 9Scarness, Australia
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Accounting & Tax Matters is a small Scarness, Australia-based Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Covington, LA
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Launched in 1985, Ratcliff CPA & Business Consultants is an Accounting company. The team provides Accounting and Business Consulting and is in Covington, Louisiana.
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UndisclosedUndisclosed50 - 249North Kansas City, MO
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ECCO Select is a midsize Accounting company based in North Kansas City, Missouri. Their services include Accounting and IT managed services.
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UndisclosedUndisclosed2 - 9Lake Forest, CA
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M. BLANK & COMPANY, INC. Is an Accounting company. Headquartered in Lake Forest, California, the firm was founded in 1993. Their team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9San Jose, CA
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In San Jose, California, Michael Gray, CPA is an Accounting company. The team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed50 - 249Cambridge, MA
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Commercial Development company Senné is headquartered in Cambridge, Massachusetts. Their services include Commercial Development and Commercial Brokerage Services.
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UndisclosedUndisclosed2 - 9Wellesley, MA
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Established in 1989, Equity Partners is a small Commercial Brokerage Services company. Their team focuses on Commercial Brokerage Services and Commercial Property Management.
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UndisclosedUndisclosed2 - 9Tacoma, WA
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Small Commercial Property Management company Keyrenter Tacoma, is in Tacoma, Washington. The team offers Commercial Property Management and Commercial Brokerage Services.
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UndisclosedUndisclosed2 - 9Hingham, MA
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Located in Hingham, Massachusetts, Paramount Property Management LLC is a small Accounting company. The team offers Accounting and Architectural Design.
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UndisclosedUndisclosed2 - 9Santa Clarita, CA
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Miod and Company, LLP, an Accounting company, is headquartered in Santa Clarita, California. Launched in 1984, the team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Dee Why, Australia
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H.A. Harding & Co. Is an Accounting company. Their small team is located in Dee Why, Australia. Their services include Accounting and cloud consulting & SI.
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UndisclosedUndisclosed10 - 49Dee Why, Australia
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Headquartered in Dee Why, Australia, North Advisory is a small Accounting company. Their services include Accounting and cloud consulting & SI.
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UndisclosedUndisclosed2 - 9Rockhampton, Australia
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Kelco Accountants is a small Accounting company located in Rockhampton, Australia. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Bluewater, Australia
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Small Accounting company NQ Accounts, is headquartered in Bluewater, Australia. The team specializes in Accounting and cloud consulting & SI.
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UndisclosedUndisclosed2 - 9Boonah, Australia
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Small Accounting company Scenic Rim Accounting & Taxation, is headquartered in Boonah, Australia. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Rosewood, Australia
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Ward’s Tax & Accounting Services is an Accounting company. Based in Rosewood, Australia, the firm was established in 1997. Their team offers Accounting.
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UndisclosedUndisclosed2 - 9Indooroopilly, Australia
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Accounting company Herzig Prosser & Co is based in Indooroopilly, Australia. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Oak Brook, IL
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Accounting company PBC Advisors, LLC is headquartered in Oak Brook, Illinois. They provide Accounting and Business Consulting and were founded in 1986.
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UndisclosedUndisclosed2 - 9Warsaw, IN
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Vectar OnSite CPAs, an Accounting company, focus on Accounting and Business Consulting. They were founded in 2011.
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UndisclosedUndisclosed2 - 9Rochedale South, Australia
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Rockland Business Services , an Accounting company, is based in Rochedale South, Australia. They specialize in Accounting and Business Consulting and were established in 1992.
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UndisclosedUndisclosed2 - 9Greenwood, IN
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Accounting company Jennifer A. Harris, CPA & Associates, Inc was launched in 2000. The agency offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Corinda, Australia
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Pluta Accountants is an Accounting company. Their small team is in Corinda, Australia. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Griffith, Australia
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Roy Spagnolo & Associates is an Accounting company. Headquartered in Griffith, Australia, the agency was launched in 1997. Their team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Kallangur, Australia
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Accountants United is an Accounting company. Headquartered in Kallangur, Australia, the company was founded in 1993. Their team focuses on Accounting and cloud consulting & SI.
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UndisclosedUndisclosed10 - 49Hamilton, Australia
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Lambourne Partners is a small Hamilton, Australia-based Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Hamilton, Australia
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Accounting company The Garis Group was launched in 1993. The agency offers Accounting and Business Consulting, and is small.
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UndisclosedUndisclosed10 - 49Coffs Harbour, Australia
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Skybridge Financial, an Accounting company, was founded in 1975. Based in Coffs Harbour, Australia and Rhodes, Australia, the team focuses on 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 -
$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 -
UndisclosedUndisclosed50 - 249Dubai, United Arab Emirates
Ability to deliver
32.3/40.017.2/20 Reviews8.1/10 Clients & Experience7/10 Market PresenceService focus
45% Accounting5% Financial Advising & Planning50% 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.