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 - 9Atlanta, GA
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FairShare Financial, PC, a small Accounting company, is based in Atlanta, Georgia. The team offers Accounting.
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UndisclosedUndisclosed10 - 49Decatur, GA
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Burge & Associates, PC, a small Accounting company, is headquartered in Decatur, Georgia. The team provides Accounting.
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UndisclosedUndisclosed10 - 49Norcross, GA
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Launched in 2001, Krishnan Company, PC. CPA is an Accounting company. The team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Modesto, CA
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Established in 2013, Priority Tax Service is a small Modesto, California-based Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Sandy Springs, GA
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Rusenko CPA, PC is a Sandy Springs, Georgia-based Accounting company. Founded in 2008, the team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Marietta, GA
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Goldman & Company, CPAs, P.C. Is a small Accounting company in Marietta, Georgia. The team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49San Luis Obispo, CA
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MOSAIC Business Services is an Accounting company. The team offers Accounting and is based in San Luis Obispo, California.
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UndisclosedUndisclosed10 - 49Mona Vale, Australia
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BMG Accountants is an Accounting company. They are in Mona Vale, Australia and have small team. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Duluth, GA
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Robins, Eskew, Smith & Jordan CPAs is an Accounting company headquartered in Duluth, Georgia and Fayetteville, Georgia. Their services include Accounting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed2 - 9Madera, CA
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Founded in 1997, Blankenship & Company is a small Accounting company based in Madera, California. Their team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Duluth, GA
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Davis & Langford CPA is an Accounting company. The Duluth, Georgia-based firm was established in 2008. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Bakersfield, CA
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Kim Lohman, CPA is a small Accounting company founded in 2012. Their team specializes in Accounting.
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UndisclosedUndisclosed50 - 249Boston, MA
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The Hamilton Company is a midsize Commercial Financing company. Established in 1954, the team provides Commercial Financing and Commercial Property Management.
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UndisclosedUndisclosed10 - 49Westerville, OH
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Professional Practice Management Inc, a small Accounting company, is based in Westerville, Ohio. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Columbus, OH
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Headquartered in Columbus, Ohio, P.D. Eye Forensics, LLC is an Accounting company. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Westerville, OH
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Nichols & Company, CPAs is an Accounting company. Launched in 1985, the company offers Accounting.
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UndisclosedUndisclosed2 - 9Hilliard, OH
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Kirkey & Co is an Accounting company. They are located in Hilliard, Ohio and have small team. Their team offers Accounting.
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UndisclosedUndisclosed2 - 9Columbus, OH
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Schaefer & Associates is an Accounting company. They are headquartered in Columbus, Ohio and have small team. Their team focuses on Accounting.
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UndisclosedUndisclosed10 - 49Columbus, OH
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Marino & Company CPA, Inc., a small Accounting company, is headquartered in Columbus, Ohio. The team offers Accounting.
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UndisclosedUndisclosed10 - 49Parma, OH
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Simic CPA Company is an Accounting company. They offer Accounting and are based in Parma, Ohio.
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UndisclosedUndisclosed50 - 249Akron, OH
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Cohen & Company is an Accounting company. The team offers Accounting, and the firm is in Akron, Ohio.
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UndisclosedUndisclosed50 - 249Cleveland, OH
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Accounting company Ciuni & Panichi was launched in 1973. The midsize team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Parramatta, Australia
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Accounting company Blueprint Accounting & Consulting Services is in Parramatta, Australia. Launched in 2014, the team provides Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Needham, MA
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Equity Industrial Partners is a small Needham, Massachusetts-based Commercial Development company. Their services include Commercial Development and Accounting.
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UndisclosedUndisclosed50 - 249North Sydney, Australia
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Bedford CA, an Accounting and Business Consulting company, specializes in Accounting and Business Consulting. The company is located in North Sydney, Australia and East Melbourne, Australia.
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UndisclosedUndisclosed10 - 49Coffs Harbour, Australia
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Bentley Brett & Vincent is an Accounting company. They were founded in 1995, and their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Newton, MA
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Allen Associates Properties, Inc is an Accounting company. Founded in 1980, the team focuses on Accounting and Commercial Brokerage Services. The agency is headquartered in Newton, Massachusetts.
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UndisclosedUndisclosed10 - 49Cleveland, OH
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Lytkowski & Co, Inc, a small Accounting company, is located in Cleveland, Ohio. The team provides Accounting.
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UndisclosedUndisclosed10 - 49Engadine, Australia
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Small Accounting company Bob Reus & Co, is in Engadine, Australia. The team provides Accounting.
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UndisclosedUndisclosed10 - 49Cleveland, OH
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Accounting company Card Palmer Sibbison & Co is headquartered in Cleveland, Ohio. They focus on Accounting.
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UndisclosedUndisclosed2 - 9Fishermans Reach, Australia
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Established in 2009, Borthwick & Kind Chartered Accountants, a small Accounting company, is in Fishermans Reach, Australia. Their team specializes in Accounting.
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UndisclosedUndisclosed10 - 49Cleveland, OH
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Medica is an Accounting company located in Cleveland, Ohio. They provide Accounting.
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UndisclosedUndisclosed2 - 9Lakewood, OH
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Accounting company Laskey Costello is based in Lakewood, Ohio. They specialize in Accounting and were established in 1985.
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UndisclosedUndisclosed10 - 49Sydney, Australia
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Bray & Associates, an Accounting company, focuses on Accounting and Business Consulting. The agency is located in Sydney, Australia and Bowral, Australia.
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UndisclosedUndisclosed2 - 9Cleveland, OH
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Friedman Leavitt & Associates is an Accounting company. They are based in Cleveland, Ohio and have small team. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Rocky River, OH
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Small Accounting company Maryann Boyer Inc, is located in Rocky River, Ohio. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Townsville, Australia
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Headquartered in Townsville, Australia, R&A Baker Accountants is a small Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Cleveland, OH
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Accounting company Baumgarten & Co LLP was launched in 1946. The firm specializes in Accounting.
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UndisclosedUndisclosed10 - 49Sydney, Australia
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Brentnalls NSW is an Accounting company. Their small team of employees is in Sydney, Australia. Their team offers Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Springwood, Australia
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Founded in 1998, PT Partners is an Accounting company. The firm provides Accounting and cloud consulting & SI.
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UndisclosedUndisclosed10 - 49Deniliquin, Australia
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Established in 1996, Brian McCleary & Co is a small Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Santa Fe, NM
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Located in Santa Fe, New Mexico, The McDonald CPA Firm is a small Accounting company. The team specializes in Accounting.
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UndisclosedUndisclosed2 - 9South Toowoomba, Australia
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Small Accounting company Parallax Accounting, is headquartered in South Toowoomba, Australia. The team offers Accounting and cloud consulting & SI.
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UndisclosedUndisclosed2 - 9Orange, Australia
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Broadley and Haydon is a small Accounting company based in Orange, Australia. The team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Cleveland, OH
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Gall & Associates is an Accounting company. They are located in Cleveland, Ohio and have small team of experts. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Las Cruces, NM
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Small Accounting company Granite Mountain Accounting, LLC, is in Las Cruces, New Mexico. The team focuses on Accounting.
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UndisclosedUndisclosed10 - 49Annerley, Australia
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Orth Philip G is an Accounting company. The team is located in Annerley, Australia, and their services include Accounting and cloud consulting & SI.
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UndisclosedUndisclosed2 - 9Santa Fe, NM
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Located in Santa Fe, New Mexico, Sullivan Field & Smith, LLC is a small Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Sunnybank Hills, Australia
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Accounting Excellence is an Accounting company in Sunnybank Hills, Australia. They provide Accounting and were founded in 2018.
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UndisclosedUndisclosed2 - 9Albuquerque, NM
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Small Accounting company Tardy & Co, PC, is in Albuquerque, New Mexico. Their services include 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.