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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UndisclosedUndisclosed10 - 49Wollongong, Australia
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BLG Business Advisers is an Accounting company founded in 1994. Located in Wollongong, Australia, the team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Westlake Village, CA
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Founded in 1978, Mitchell Freedman Accountancy Corp is an Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Bondi Junction, Australia
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2Aspire is a small Bondi Junction, Australia-based Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Buderim, Australia
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Headquartered in Buderim, Australia, Jem Accountancy is a small Accounting company. The team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Upper Mount Gravatt, Australia
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Ross Spranklin & Co, an Accounting company, was founded in 1994. The firm focuses on Accounting, and is small.
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UndisclosedUndisclosed2 - 9Novato, CA
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Morre & Company, LLP, an Accounting company, was launched in 1979. The company offers Accounting, and is small.
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UndisclosedUndisclosed2 - 9Atlanta, GA
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Greenwald & Company, P.C., CPAs, an Accounting company, is located in Atlanta, Georgia. They offer Accounting and Business Consulting and were launched in 1989.
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UndisclosedUndisclosed2 - 9Earlville, Australia
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Vipiana & Associates is an Accounting company. They are headquartered in Earlville, Australia. Their team provides Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Atlanta, GA
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Polay Clark & Co. Is an Accounting company. The firm is located in Atlanta, Georgia. Their team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Bundaberg South, Australia
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In Bundaberg South, Australia, Simple Solutions Accounting is a small Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9San Diego, CA
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M. W. Orlando CPA, Inc. Is an Accounting company. Their team is headquartered in San Diego, California and offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Southport, Australia
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Small Accounting company Dickfos Dunn Chartered Accountants, is located in Southport, Australia. The team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Noosaville, Australia
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Established in 2011, Doran Accountants is a small Accounting company located in Noosaville, Australia. Their team offers Accounting and cloud consulting & SI.
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UndisclosedUndisclosed10 - 49Santa Monica, CA
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NEED Financial Services is an Accounting company. The team is in Santa Monica, California, and their services include Accounting and Business Consulting.
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UndisclosedUndisclosed50 - 249Wichita, KS
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AGH Employer Solutions is an Accounting company in Wichita, Kansas. Established in 1987, the team specializes in Accounting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed2 - 9Townsville, Australia
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Bragg Tax & Accounting, an Accounting company, was established in 1998. The team provides Accounting and cloud consulting & SI.
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UndisclosedUndisclosed10 - 49Las Vegas, NV
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Ascend CPA & Advisors, LLC is an Accounting company. The team focuses on Accounting and is based in Las Vegas, Nevada.
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UndisclosedUndisclosed10 - 49Dunwoody, GA
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Carmichael, Brasher, Tuvell & Company is an Accounting company. Their small team is located in Dunwoody, Georgia. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9El Dorado Hills, CA
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Accounting company Owen, McGinty & Reiken, CPAs is located in El Dorado Hills, California. Founded in 2003, the team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Earlwood, Australia
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A.SAVVA & Associates is an Accounting company. They are in Earlwood, Australia and have small team. They specialize in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Lakemba, Australia
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A1 Financial Services Group is an Accounting company founded in 2005. The team offers Accounting and Business Consulting and is headquartered in Lakemba, Australia.
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UndisclosedUndisclosed10 - 49Fresno, CA
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Paul C Chen Accountancy Corporation is an Accounting company. The team provides Accounting and is in Fresno, California.
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UndisclosedUndisclosed2 - 9Redwood City, CA
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Peter B. Diaz, CPA & Associates - Tax Consultants is an Accounting company founded in 1984. The team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Lathrop, CA
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Peter Holtz CPA is an Accounting company. They specialize in Accounting and Business Consulting and were established in 2007.
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UndisclosedUndisclosed2 - 9Sydney, Australia
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A2Z Insolvency Solutions is a small Accounting company based in Sydney, Australia. The team offers Accounting.
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UndisclosedUndisclosed2 - 9Lake Charles, LA
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HR One is a small Lake Charles, Louisiana-based Accounting company. The team provides Accounting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed10 - 49Las Vegas, NV
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Melanson & Lancaster is a small Las Vegas, Nevada-based Accounting company. The team offers Accounting.
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UndisclosedUndisclosed2 - 9Baton Rouge, LA
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Premier Property and Consulting Group is a small Accounting and Commercial Property Management company. They provide Accounting and Commercial Property Management and were launched in 2012.
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UndisclosedUndisclosed2 - 9Concord, Australia
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ABK Accounting & Business Solutions, a small Accounting company, is located in Concord, Australia. The team provides Accounting.
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UndisclosedUndisclosed10 - 49San Pablo, CA
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Established in 1972, Petsas & HIll, CPAs Inc is a small Accounting company in San Pablo, California. Their team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Morgan City, LA
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Accounting & Software Concepts is an Accounting company. The team offers Accounting and Custom Software Development and is located in Morgan City, Louisiana.
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UndisclosedUndisclosed10 - 49Bellflower, CA
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Property Tax Assistance Co., Inc. Is an Accounting company. The company is headquartered in Bellflower, California. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Burleigh Heads, Australia
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Headquartered in Burleigh Heads, Australia, Jonathan Grant Accountants is a small Accounting company. The team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Aitkenvale, Australia
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Acton Campbell & Co, an Accounting company, is in Aitkenvale, Australia. Founded in 1993, the team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Annandale, Australia
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Headquartered in Annandale, Australia, Not Just Numbers is a small Accounting company. The team provides Accounting.
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UndisclosedUndisclosed2 - 9Newport, Australia
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Tax4u is an Accounting company. Based in Newport, Australia, their small team focuses on Accounting and cloud consulting & SI. The agency was established in 2008.
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UndisclosedUndisclosed10 - 49East Maitland, Australia
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Established in 1990, Acumon , a small Accounting company, is headquartered in East Maitland, Australia. Their team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Boondall, Australia
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Northern Accounting Solutions is a small Accounting company based in Boondall, Australia. Their services include Accounting.
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UndisclosedUndisclosed2 - 9North Narrabeen, Australia
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Adam Grech & Associates, a small Accounting company, is in North Narrabeen, Australia. The team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Norman, OK
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Martha E Wooton CPA PLLC, a small Accounting company, is located in Norman, Oklahoma. The team offers Accounting.
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UndisclosedUndisclosed2 - 9Oklahoma City, OK
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RLH Tax Services LLC is an Accounting company. Their small team is headquartered in Oklahoma City, Oklahoma. Their team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Oklahoma City, OK
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LARRY STUBBLEFIELD, CPA is an Accounting company. They are based in Oklahoma City, Oklahoma and have small team. Their team provides Accounting.
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UndisclosedUndisclosed10 - 49Wagga Wagga, Australia
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Accounting company Adams Kenneally White & Co is in Wagga Wagga, Australia. The team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Midwest City, OK
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Millennial Accounting is an Accounting company established in 2014. The firm provides Accounting.
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UndisclosedUndisclosed2 - 9Choctaw, OK
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Zoe Haskins, CPA, P.C. Is a small Accounting company headquartered in Choctaw, Oklahoma. The team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Oklahoma City, OK
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Small Accounting company Thom-Dobson-Womack Inc, is based in Oklahoma City, Oklahoma. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Edmond, OK
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Schaus & Co PC is a small Accounting company in Edmond, Oklahoma. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Banksia Beach, Australia
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Bribie Accounting Services is an Accounting company. Their small team is headquartered in Banksia Beach, Australia. Their team offers Accounting and cloud consulting & SI.
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UndisclosedUndisclosed2 - 9Oklahoma City, OK
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Small Accounting company Hamilton & Associates Inc, is based in Oklahoma City, Oklahoma. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Summer Hill, Australia
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Adept Accounting & Tax is an Accounting company. The Summer Hill, Australia-based team offers 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.