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 - 9Alpharetta, GA
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Accounting & Tax Advisory Group is an Accounting company. Established in 2010, the company is in Alpharetta, Georgia. Their team focuses on Accounting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed10 - 49Athens, GA
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Trinity Accounting Group, PC is an Accounting company headquartered in Athens, Georgia. They provide Accounting and Business Consulting and were launched in 1994.
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UndisclosedUndisclosed2 - 9Woodstock, GA
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Dangar Associates is an Accounting company. Founded in 1982, the agency provides Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Sydney, Australia
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Ecovis Clark Jacobs is a Sydney, Australia-based Accounting company. Launched in 2004, the team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Miranda, Australia
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In Miranda, Australia, Clifford Curran is a small Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Shellharbour City Centre, Australia
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Coco Accounting & Financial is a Shellharbour City Centre, Australia-based Accounting company. Established in 2016, the team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Valley City, ND
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Accounting company Ludvigson Braun & Co was established in 1949. The firm specializes in Accounting and Business Consulting, and is small.
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UndisclosedUndisclosed10 - 49North Sydney, Australia
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Browne & Company, a small Accounting company, is in North Sydney, Australia. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Old Bar, Australia
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Collison Accounting is an Accounting company. They are headquartered in Old Bar, Australia, and their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Minot, ND
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Raymond James Financial Services is an Accounting company. They are headquartered in Minot, North Dakota and have small team. Their team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Rocklea, Australia
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Affinity Accounting Plus is an Accounting company founded in 2009. Located in Rocklea, Australia, the team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Pleasanton, CA
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Accounting company JL Consulting, A Professional Accounting Corporation focuses on Accounting and Business Consulting. They were founded in 2001.
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UndisclosedUndisclosed10 - 49Toowoomba City, Australia
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Moore Lewis & Partners is a small Toowoomba City, Australia-based Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Dickinson, ND
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Badlands Tax Solutions, Inc. Is a small Accounting company located in Dickinson, North Dakota. The team provides Accounting.
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UndisclosedUndisclosed2 - 9Harristown, Australia
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Small Accounting company Haslam Consulting & Accounting, is based in Harristown, Australia. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Mackay, Australia
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Whitson Dawson is an Accounting company. In Mackay, Australia, their small team specializes in Accounting. The firm was established in 1956.
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UndisclosedUndisclosed10 - 49Mount Pleasant, Australia
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Founded in 1971, Flor-Hanly is an Accounting company. The team focuses on Accounting and cloud consulting & SI and is in Mount Pleasant, Australia.
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UndisclosedUndisclosed2 - 9New York, NY
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A. Francis & Associates, a small Accounting company, is headquartered in New York, New York. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Smithfield, Australia
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Launched in 1988, Goodman Chartered Accountants is a small Accounting company. Their team focuses on Accounting and cloud consulting & SI.
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UndisclosedUndisclosed10 - 49Mackay, Australia
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Small Accounting company Connole Carlisle Chartered Accountants, is based in Mackay, Australia. The team provides Accounting.
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UndisclosedUndisclosed2 - 9Sydney, Australia
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CQR Partners is a small Sydney, Australia-based Accounting company. The team specializes in Accounting.
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UndisclosedUndisclosed10 - 49North Sydney, Australia
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Crofts is an Accounting company. Their small team is located in North Sydney, Australia and provides Accounting and Business Consulting. The company was launched in 1985.
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UndisclosedUndisclosed2 - 9Port Macquarie, Australia
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CTC Accountants is an Accounting and Business Consulting company. They are headquartered in Port Macquarie, Australia and have small team. Their team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Sunnybank Hills, Australia
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In Sunnybank Hills, Australia, Eunica Accountants and Tax Agents is a small Accounting company. Their services include Accounting.
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UndisclosedUndisclosedFreelancerBethany, OK
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Novotny Paula CPA is a small Bethany, Oklahoma-based Accounting company. The team offers Accounting.
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UndisclosedUndisclosed10 - 49Oklahoma City, OK
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Smith, Carney & Co., P.C. Is an Accounting company headquartered in Oklahoma City, Oklahoma. Launched in 1984, the team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Bismarck, ND
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Affinity Tax & Professional Services is a small Accounting company in Bismarck, North Dakota. The team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Santa Fe, NM
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Suzanne Smith is an Accounting company. Their small team is in Santa Fe, New Mexico. Their team provides Accounting.
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UndisclosedUndisclosedFreelancerOklahoma City, OK
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Steven G Wade CPA, PLLC is a small Oklahoma City, Oklahoma-based Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Oklahoma City, OK
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In Oklahoma City, Oklahoma, B. A. Kerr Financial is a small Accounting company. The team offers Accounting.
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UndisclosedUndisclosed10 - 49Darling Point, Australia
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Loewy Consulting Partners is a small Accounting company located in Darling Point, Australia. The team offers Accounting and cloud consulting & SI.
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UndisclosedUndisclosed2 - 9Oklahoma City, OK
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Tax Audit Rescue of Oklahoma is a small Oklahoma City, Oklahoma-based Accounting company. The team focuses on Accounting.
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UndisclosedUndisclosed10 - 49Ipswich, Australia
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Accounting company G J Walsh & Co was launched in 1994. The team offers Accounting and cloud consulting & SI and is in Ipswich, Australia.
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UndisclosedUndisclosed2 - 9Edmond, OK
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Craig Carter & Associates, an Accounting company, was established in 1997. The small team provides Accounting.
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UndisclosedUndisclosed2 - 9Oklahoma City, OK
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MARK D. CAIN, PC, a small Accounting company, is headquartered in Oklahoma City, Oklahoma. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Albuquerque, NM
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Montgomery Dillavou CPA, LLC is an Accounting company. They are based in Albuquerque, New Mexico and have small team. Their team offers Accounting.
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UndisclosedUndisclosed2 - 9Oklahoma City, OK
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R L Cloud CPA, PC, a small Accounting company, is in Oklahoma City, Oklahoma. The team offers Accounting.
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UndisclosedUndisclosed2 - 9Oklahoma City, OK
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Sorum Rob CPA is an Accounting company. They are located in Oklahoma City, Oklahoma and have small team. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Ashmore, Australia
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Accrual Accounting & Taxation is a small Accounting company launched in 2000. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Milsons Point, Australia
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David Hicks & Co is an Accounting company. Their small team is headquartered in Milsons Point, Australia. Their team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Oklahoma City, OK
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Burnett Advisors is a small Accounting company headquartered in Oklahoma City, Oklahoma. The team offers Accounting.
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UndisclosedUndisclosed2 - 9Oklahoma City, OK
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Small Accounting company CPA Tax Counselors PLLC, is based in Oklahoma City, Oklahoma. The team focuses on Accounting.
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UndisclosedUndisclosed10 - 49Fargo, ND
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Reliance Associates is an Accounting company. Their small team is headquartered in Fargo, North Dakota. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Edmond, OK
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Copeland Hild & Trotter, PC is a small Accounting company based in Edmond, Oklahoma. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Oklahoma City, OK
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E. Daniel Powers CPA CFE is a small Oklahoma City, Oklahoma-based Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Albuquerque, NM
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Located in Albuquerque, New Mexico, CJB Tax & Bookkeeping Services, LLC is a small Accounting company. The team specializes in Accounting.
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UndisclosedUndisclosedFreelancerOklahoma City, OK
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Small Accounting company Buxton M Thomas CPA, is headquartered in Oklahoma City, Oklahoma. The team specializes in Accounting.
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UndisclosedUndisclosed10 - 49Hermit Park, Australia
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Austax Townsville is an Accounting company. Their small team is based in Hermit Park, Australia. Their team specializes in Accounting and cloud consulting & SI.
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UndisclosedUndisclosedFreelancerOklahoma City, OK
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F D Thompson & Co Plc is a small Oklahoma City, Oklahoma-based Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Branson, MO
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Howe 2 Accounting LLC, a small Accounting company, is located in Branson, Missouri. Their services include Accounting.
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List of the Top 15 Financial Services Companies
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$1,000+< $25 / hr250 - 999Coimbatore, India
Ability to deliver
38.2/40.018.6/20 Reviews10/10 Clients & Experience9.6/10 Market PresenceService focus
25% Accounting75% Other -
Undisclosed$100 - $149 / hr50 - 249Walnut, CA
Ability to deliver
38.2/40.018.2/20 Reviews10/10 Clients & Experience10/10 Market PresenceService focus
30% Accounting70% Other -
UndisclosedUndisclosed10 - 49San Francisco, CA
Ability to deliver
38.1/40.019.4/20 Reviews8.9/10 Clients & Experience9.8/10 Market PresenceService focus
10% Financial Advising & Planning90% Other -
Undisclosed$200 - $300 / hr10 - 49New York, NY
Ability to deliver
37.1/40.017.6/20 Reviews10/10 Clients & Experience9.5/10 Market PresenceService focus
85% Accounting15% Other -
$5,000+$200 - $300 / hr10 - 49Allentown, PA
Ability to deliver
36.8/40.017.2/20 Reviews10/10 Clients & Experience9.6/10 Market PresenceService focus
20% Accounting80% Other -
UndisclosedUndisclosed50 - 249Atlanta, GA
Ability to deliver
36.4/40.017/20 Reviews9.6/10 Clients & Experience9.8/10 Market PresenceService focus
30% Accounting70% Other -
$10,000+$50 - $99 / hr1,000 - 9,999Istanbul, Türkiye
Ability to deliver
36.1/40.016.8/20 Reviews9.3/10 Clients & Experience10/10 Market PresenceService focus
10% Accounting90% Other -
$1,000+< $25 / hr250 - 999
Ability to deliver
35.9/40.016.8/20 Reviews10/10 Clients & Experience9.2/10 Market PresenceService focus
90% Accounting10% Other -
UndisclosedUndisclosed1,000 - 9,999Plantation, FL
Ability to deliver
35.4/40.015.6/20 Reviews10/10 Clients & Experience9.8/10 Market PresenceService focus
10% Accounting90% Other -
$1,000+< $25 / hr250 - 999
Ability to deliver
34.6/40.016.4/20 Reviews9.3/10 Clients & Experience8.9/10 Market PresenceService focus
10% Accounting90% Other -
$1,000+$50 - $99 / hr10 - 49Toronto, Canada
Ability to deliver
34.6/40.016.2/20 Reviews9.5/10 Clients & Experience8.9/10 Market PresenceService focus
40% Accounting10% Financial Advising & Planning50% Other -
$1,000+< $25 / hr50 - 249Jaipur, India
Ability to deliver
34.3/40.017/20 Reviews8/10 Clients & Experience9.3/10 Market PresenceService focus
50% Accounting50% Other -
UndisclosedUndisclosed50 - 249Syracuse, NY
Ability to deliver
33.8/40.017.4/20 Reviews8.7/10 Clients & Experience7.7/10 Market PresenceService focus
40% Accounting60% Other -
$1,000+$50 - $99 / hr10 - 49
Ability to deliver
33.5/40.016.6/20 Reviews7.6/10 Clients & Experience9.2/10 Market PresenceService focus
10% Accounting90% Other -
UndisclosedUndisclosed10 - 49Londonderry, NH
Ability to deliver
33.3/40.019.2/20 Reviews6.9/10 Clients & Experience7.2/10 Market PresenceService focus
80% Accounting20% Other -
$1,000+$100 - $149 / hr2 - 9Schaumburg, IL
Ability to deliver
33.1/40.016.6/20 Reviews9.2/10 Clients & Experience7.3/10 Market PresenceService focus
45% Accounting55% Other -
UndisclosedUndisclosed250 - 999Indianapolis, IN
Ability to deliver
33.1/40.019/20 Reviews8.8/10 Clients & Experience5.3/10 Market PresenceService focus
10% Accounting90% Other -
UndisclosedUndisclosed10 - 49Dubai, United Arab Emirates
Ability to deliver
32.9/40.017.8/20 Reviews8.1/10 Clients & Experience7/10 Market PresenceService focus
45% Accounting5% Financial Advising & Planning50% Other -
$1,000+$100 - $149 / hr50 - 249Vaughan, Canada
Ability to deliver
32.9/40.017.2/20 Reviews8.9/10 Clients & Experience6.8/10 Market PresenceService focus
60% Accounting40% Other -
UndisclosedUndisclosed50 - 249San Francisco, CA
Ability to deliver
32.8/40.016.8/20 Reviews9/10 Clients & Experience6.9/10 Market PresenceService focus
45% Accounting55% Other -
$1,000+$50 - $99 / hr10 - 49Dubai, United Arab Emirates
Ability to deliver
32.6/40.016.2/20 Reviews10/10 Clients & Experience6.5/10 Market PresenceService focus
75% Accounting25% Other -
$1,000+$25 - $49 / hr50 - 249Dubai, United Arab Emirates
Ability to deliver
32.5/40.018.8/20 Reviews6.6/10 Clients & Experience7.1/10 Market PresenceService focus
60% Accounting40% Other -
$1,000+< $25 / hr50 - 249Ho Chi Minh City, Vietnam
Ability to deliver
32.3/40.015.8/20 Reviews7.4/10 Clients & Experience9/10 Market PresenceService focus
30% Accounting70% Other -
$1,000+< $25 / hr50 - 249Philadelphia, PA
Ability to deliver
32.1/40.016.4/20 Reviews9.8/10 Clients & Experience6/10 Market PresenceService focus
50% Accounting50% Other -
$1,000+Undisclosed50 - 249Cambridge, MA
Ability to deliver
32.1/40.017/20 Reviews8.3/10 Clients & Experience6.7/10 Market PresenceService focus
75% Accounting25% Other -
$10,000+< $25 / hr50 - 249Noida, India
Ability to deliver
32/40.016.4/20 Reviews8.3/10 Clients & Experience7.3/10 Market PresenceService focus
80% Accounting20% Other -
$1,000+$25 - $49 / hr50 - 249
Ability to deliver
31.9/40.016.4/20 Reviews10/10 Clients & Experience5.5/10 Market PresenceService focus
50% Accounting50% Other -
UndisclosedUndisclosed50 - 249New York, NY
Ability to deliver
31.9/40.017.4/20 Reviews8.3/10 Clients & Experience6.1/10 Market PresenceService focus
34% Accounting66% Other -
UndisclosedUndisclosed50 - 249Palo Alto, CA
Ability to deliver
31.9/40.016.2/20 Reviews7.2/10 Clients & Experience8.5/10 Market PresenceService focus
90% Accounting10% Other -
$1,000+$150 - $199 / hr10 - 49Victoria, Canada
Ability to deliver
31.7/40.016.2/20 Reviews8.6/10 Clients & Experience7/10 Market PresenceService focus
50% Accounting50% Other
Financial Services Firm FAQs
Financial services firms help individuals and organizations manage, grow, and protect their money. Depending on their niche, they might structure mergers and acquisitions, design retirement plans, underwrite insurance policies, or build tech platforms that streamline back-office banking functions. In short, they translate complex financial regulations and market data into actionable strategies that improve profitability and reduce risk.
Financial services firms have different expertise and solutions aimed at helping businesses achieve their unique objectives. Typical offerings include:
- Investment banking (capital raises, IPO support, M&A advisory)
- Wealth and asset management
- Accounting, audit, and tax planning
- Risk management and insurance brokerage
- Payment processing and merchant services
- Fintech development and systems integration
- Regulatory compliance and internal control reviews
Many firms bundle complementary services—e.g., tax planning plus wealth management—to deliver comprehensive end-to-end support.
The cost of hiring a dedicated financial services firm varies greatly depending on the type of service and other key variables. Here’s a quick breakdown of costs:
- Hourly consulting: $150 – $500+
- Fixed-fee audits or compliance reviews: $5,000 – $50,000
- Ongoing wealth management: 0.5% – 2% of assets under management (AUM)
- Fintech development projects: $25,000 – $500,000+ depending on scope
Other factors that influence costs include location, firm reputation, and project complexity. Always request a detailed proposal that breaks down deliverables, timelines, and any success-based fees.
- Define your objectives—e.g., raise capital, automate reporting, or diversify investments.
- Shortlist firms with proven experience in your industry or asset class.
- Check Clutch reviews for transparency on results, communication, and ethics.
- Evaluate certifications (CFA, CPA, FINRA registrations) and regulatory history.
- Compare pricing models to ensure incentives align with your goals.
- Guaranteed returns or unrealistic projections
- Lack of written compliance policies or regulatory disclosures
- Vague fee structures or hidden performance charges
- Limited client references or no third-party audits
- Poor communication cadence or reluctance to share proprietary methodologies
- Which regulators oversee your practice, and are you in good standing?
- Can you share case studies that mirror our size and objectives?
- How is your compensation structured, and do you receive referral incentives?
- What technology or security frameworks protect our sensitive data?
- How will you measure success, and how often will we review performance?
Freelance advisors often specialize in one area, such as tax prep or bookkeeping, and can be cost-effective for straightforward tasks. On the other hand, full-service firms provide multidisciplinary teams —consisting of analysts, compliance officers, and technologists— capable of handling complex, interconnected projects like cross-border M&A or enterprise-level digital transformation.
Key metrics depend on the engagement. Usually, financial services firms monitor the following:
- Wealth management: portfolio growth versus benchmark indices
- Fintech implementation: reduction in processing time or error rates
- Risk consulting: lower insurance premiums or improved credit ratings
Clear KPIs should be defined in your engagement letter and tracked through regular, data-driven reports.