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 - 49Roseville, CA
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PSG Certified Public Accountants is an Accounting company. The team focuses on Accounting and Business Consulting, and the company is based in Roseville, California.
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UndisclosedUndisclosed2 - 9Point Vernon, Australia
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CJ Accountants is a small Accounting company headquartered in Point Vernon, Australia. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Oklahoma City, OK
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H & H Bookkeeping Services is a small Accounting company headquartered in Oklahoma City, Oklahoma. The team provides Accounting.
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UndisclosedUndisclosed10 - 49Coffs Harbour, Australia
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Founded in 1979, 360 Financial Advantage is a small Accounting company in Coffs Harbour, Australia. Their team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Edmond, OK
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Cannon & Rayburn is an Accounting company. Their small team is headquartered in Edmond, Oklahoma. Their team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Norman, OK
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Larry Pace & Co is an Accounting company. They are headquartered in Norman, Oklahoma and have small team. Their services include Accounting.
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UndisclosedUndisclosed2 - 9San Diego, CA
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Regal Group CPA is an Accounting company. They were launched in 2010, and their services include Accounting.
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UndisclosedUndisclosed2 - 9Oklahoma City, OK
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CPAOKC, PLLC is an Accounting company. Their small team is based in Oklahoma City, Oklahoma. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Warr Acres, OK
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Offsite Accounting and Consulting, a small Accounting company, is in Warr Acres, Oklahoma. The team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Oklahoma City, OK
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In Oklahoma City, Oklahoma, Stone, Gray & McClendon PLLC is a small Accounting company. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Beenleigh, Australia
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KT Accounting and Taxation Services is an Accounting company. They are in Beenleigh, Australia and have small team. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Redlands, CA
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Located in Redlands, California, Reiss Jackson & Company is an Accounting company. Founded in 2005, the team provides Accounting.
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UndisclosedUndisclosed2 - 9Norman, OK
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Sulia CPA Solutions is a small Accounting company in Norman, Oklahoma. Their services include Accounting.
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UndisclosedUndisclosed2 - 9The Village, OK
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Johnson & Steinbach is a small Accounting company headquartered in The Village, Oklahoma. The team focuses on Accounting.
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UndisclosedUndisclosed50 - 249Bondi Junction, Australia
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Altus Financial is a Bondi Junction, Australia-based Accounting company. The team provides Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Los Angeles, CA
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Rosen & Company Certified Public Accountants, Inc. Is an Accounting company launched in 1971. The agency focuses on Accounting, and is small.
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UndisclosedUndisclosed2 - 9Lawrenceburg, IN
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Affordable Tax, Inc. Is a small Accounting company. Founded in 2015, the team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Llanarth, Australia
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Amable Management Services is a small Llanarth, Australia-based Accounting company. The team specializes in Accounting.
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UndisclosedUndisclosed10 - 49Covina, CA
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Rogers, Clem & Company Accountancy Corporation, an Accounting company, was established in 1971. The small team offers Accounting.
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UndisclosedUndisclosed2 - 9Santa Clara, CA
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SatyamUS Tax Filings is an Accounting company founded in 1999. The agency provides Accounting.
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UndisclosedUndisclosed10 - 49Atlanta, GA
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Fricke & Associates, P.C. Is an Accounting company. Their team is in Atlanta, Georgia and Norcross, Georgia and offers Accounting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed10 - 49Atlanta, GA
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Founded in 2009, Creative Tax & Business is an Accounting company. The team offers Accounting.
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UndisclosedUndisclosed2 - 9Atlanta, GA
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Hungeling CPA is an Accounting company. The firm is located in Atlanta, Georgia. Their team focuses on Accounting.
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UndisclosedUndisclosed10 - 49Gainesville, GA
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Accounting company RUSHTON is headquartered in Gainesville, Georgia. They provide Accounting and Business Consulting and were established in 1981.
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UndisclosedUndisclosed10 - 49Fresno, CA
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Founded in 1999, Sierra Business Services Corporation is a small Accounting company based in Fresno, California. Their team focuses on Accounting.
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UndisclosedUndisclosed10 - 49Atlanta, GA
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Smith, Adcock & Company LLP CPA's is an Accounting company. The company is located in Atlanta, Georgia and Athens, Georgia. Their team offers Accounting.
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UndisclosedUndisclosed2 - 9Woolloongabba, Australia
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Priestleys Chartered Accountants is a small Accounting company located in Woolloongabba, Australia. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Pickerington, OH
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Siebert & Reynolds CPAs is an Accounting company. Their small team is based in Pickerington, Ohio. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Columbus, OH
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Small Accounting company Laubie Karling & Associates LLC, is based in Columbus, Ohio. The team provides Accounting.
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UndisclosedUndisclosed10 - 49Fargo, ND
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Haga Kommer, Ltd. Is an Accounting company. Founded in 2006, the team offers Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Columbus, OH
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HHH CPA Group, an Accounting company, was established in 1981. Located in Columbus, Ohio, the team specializes in Accounting.
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UndisclosedUndisclosed10 - 49Mount Pleasant, Australia
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CE Smith & Co Mackay, an Accounting company, specialize in Accounting and Business Consulting. They were founded in 1976.
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UndisclosedUndisclosed2 - 9Columbus, OH
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Based in Columbus, Ohio, Brown & Brown CPAs, LLC is a small Accounting company. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Moggill, Australia
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John Caldwell & Associates is an Accounting company. Their small team is headquartered in Moggill, Australia. Their team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Dickinson, ND
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Hoerner Rodakowski PC, an Accounting company, was established in 2008. The agency specializes in Accounting, and is small.
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UndisclosedUndisclosed2 - 9Miami, Australia
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Small Accounting company Pandanus Accounting, is headquartered in Miami, Australia. The team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Fargo, ND
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Small Accounting company Phil Condit, P.C., is in Fargo, North Dakota. The team offers Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Southport, Australia
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Gold Group Consulting is a small Southport, Australia-based Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Fargo, ND
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Fiebiger, Swanson, West & Co., PLLP, an Accounting company, is located in Fargo, North Dakota. Established in 1972, the team provides Accounting and Business Consulting.
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UndisclosedUndisclosed250 - 999Grand Forks, ND
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Brady Martz & Associates is an Accounting company. Launched in 1927, the team provides Accounting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed50 - 249Fargo, ND
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Widmer Roel PC is an Accounting company. Their midsize team is in Fargo, North Dakota. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Encinitas, CA
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SCOTT & CRONIN, LLP is an Accounting company headquartered in Encinitas, California. The team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Mandan, ND
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Goodhart & Associates PC is an Accounting company. They are located in Mandan, North Dakota and have small team. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Fargo, ND
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Small Accounting company Your CFO Inc., is headquartered in Fargo, North Dakota. The team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Williston, ND
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Established in 1943, Lee Suess LLC is a small Williston, North Dakota-based Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Island Falls, ME
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K A T & Co Accounting Pc is a small Accounting company in Island Falls, Maine. Their services include Accounting and HR Consulting.
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UndisclosedUndisclosed2 - 9Dunwoody, GA
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Launched in 1991, Blad & Associates P.C. Is a small Accounting company based in Dunwoody, Georgia. Their team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Dunwoody, GA
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Accountants One is an Accounting company. Their team is based in Dunwoody, Georgia and Raleigh, North Carolina. The company focuses on Accounting and HR Consulting.
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UndisclosedUndisclosed2 - 9Atlanta, GA
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Polk Group, LLC is an Accounting company launched in 1990. The small team offers Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Atlanta, GA
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Accounting company Marshall Jones was launched in 1984. The small team offers Accounting and Finance & Accounting Outsourcing (FAO).
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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.