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 - 9Douglasville, GA
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Darlene S. Stone CPA P.C. Is an Accounting company. Their small team is based in Douglasville, Georgia. Their team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Norcross, GA
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Small Accounting company Simmons & Jamieson, CPA's, is based in Norcross, Georgia. The team offers Accounting.
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UndisclosedUndisclosed2 - 9San Jose, CA
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Accounting company ANN G. CHIANG, CPA is based in San Jose, California. They offer Accounting and Business Consulting and were launched in 1998.
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UndisclosedUndisclosed10 - 49Visalia, CA
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Vollmer Daniel Gaebe & Grove LLP is an Accounting company established in 1963. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Dothan, AL
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Arch Business Consulting, Inc., a Business Consulting company, was founded in 2012. The small team provides Business Consulting and Accounting.
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UndisclosedUndisclosed2 - 9Birmingham, AL
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Accounting & Business Consultants (ABC), Inc is an Accounting company launched in 1984. The small team offers Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Milton, Australia
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Small Accounting company MIFSUD & ASSOCIATES, is based in Milton, Australia. The team offers Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Emerald, Australia
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Mhpartners is a small Emerald, Australia-based Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Woree, Australia
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Nicolemeertens is a small Woree, Australia-based Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosedFreelancerOklahoma City, OK
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In Oklahoma City, Oklahoma, Elizabeth Camphor CPA is a small Accounting company. Their services include Accounting.
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UndisclosedUndisclosedFreelancerEdmond, OK
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Richey Ralph B CPA is a small Accounting company in Edmond, Oklahoma. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Edmond, OK
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Parks Jay D CPA is an Accounting company. Their small team is headquartered in Edmond, Oklahoma. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Jindalee, Australia
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Dmpaccountants is a small Accounting and Business Consulting company headquartered in Jindalee, Australia. The team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Yukon, OK
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Established in 1992, RBC CPA is a small Accounting company. Their team provides Accounting.
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UndisclosedUndisclosed2 - 9Moore, OK
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Matthew Mann CPA PLLC is an Accounting company. They are located in Moore, Oklahoma and have small team. Their services include Accounting.
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UndisclosedUndisclosed2 - 9The Village, OK
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H. Allen Smith, CPA, PC is a small The Village, Oklahoma-based Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Oklahoma City, OK
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Doris Beaton CPA is an Accounting company. Their small team is headquartered in Oklahoma City, Oklahoma. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Edmond, OK
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Papin CPA, PLLC is a small Accounting company launched in 2015. Their team provides Accounting.
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UndisclosedUndisclosed2 - 9Kuraby, Australia
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DEVANCH, an Accounting company, is based in Kuraby, Australia and Greenslopes, Australia. The team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Bethany, OK
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Zalonka CPA PLLC is an Accounting company. They are based in Bethany, Oklahoma and have small team. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Oklahoma City, OK
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Wilks & Co., CPA, PLLC, a small Accounting company, is headquartered in Oklahoma City, Oklahoma. The team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Oklahoma City, OK
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Small Accounting company Bossert & Bossert Cpa's, is headquartered in Oklahoma City, Oklahoma. The team provides Accounting.
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UndisclosedUndisclosed10 - 49Moggill, Australia
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The Great Bean Counters, a small Accounting and Business Consulting company, is in Moggill, Australia and Eight Mile Plains, Australia. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Moore, OK
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Located in Moore, Oklahoma, Michele L Brenner & Company, PC CPA is a small Accounting company. The team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Visalia, CA
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Romanazzi & Associates is an Accounting company. They specialize in Accounting and were established in 2006.
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UndisclosedUndisclosed2 - 9Oklahoma City, OK
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Established in 1984, Van Blake's Inc is an Accounting company. Headquartered in Oklahoma City, Oklahoma, the team provides Accounting.
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UndisclosedUndisclosed2 - 9Oklahoma City, OK
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Goss CPA, PLLC is an Accounting company headquartered in Oklahoma City, Oklahoma. They offer Accounting.
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UndisclosedUndisclosed2 - 9Mustang, OK
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Ted A Weber, CPA is a small Mustang, Oklahoma-based Accounting company. The team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Oklahoma City, OK
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Accounting company Wright Mc Afee & Co was launched in 1983. The company specializes in Accounting, and is small.
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UndisclosedUndisclosed2 - 9Edmond, OK
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Kevin L Mc Guire CPA PLLC is an Accounting company. Their small team is based in Edmond, Oklahoma. Their team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Midwest City, OK
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Martin Jr H G CPA is an Accounting company. The Midwest City, Oklahoma-based team provides Accounting.
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UndisclosedUndisclosed2 - 9Bakersfield, CA
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Established in 1990, Keathley, Maxwell & Antongiovanni LLP is an Accounting company. The team offers Accounting and is in Bakersfield, California.
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UndisclosedUndisclosed2 - 9Edmond, OK
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Ratliff Cpa Inc is an Accounting company. Their small team is headquartered in Edmond, Oklahoma. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Brisbane City, Australia
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Accounting company Ewing & Company was established in 1985. The team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Edmond, OK
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Small Accounting company Hale & Company, CPA, P.C., is in Edmond, Oklahoma. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Yukon, OK
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Located in Yukon, Oklahoma, Joseph P Norman CPA, PC is a small Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Oklahoma City, OK
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Chancellor & Chancellor Inc, a small Accounting company, is headquartered in Oklahoma City, Oklahoma. The team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Oklahoma City, OK
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Stingley Keith CPA is an Accounting company. They are located in Oklahoma City, Oklahoma and have small team. Their team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Albion, Australia
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In Albion, Australia, Terry Kearney & Co is a small Accounting company. The team specializes in Accounting and cloud consulting & SI.
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UndisclosedUndisclosedFreelancerOklahoma City, OK
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Joe Montgomery, CPA, a small Accounting company, is based in Oklahoma City, Oklahoma. The team focuses on Accounting.
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UndisclosedUndisclosed10 - 49Omaha, NE
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Founded in 1970, ALR Systems & Software, Inc., a small Accounting company, is headquartered in Omaha, Nebraska. Their services include Accounting and other IT consulting and SI.
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UndisclosedUndisclosed2 - 9Grand Forks, ND
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RA Rendahl CPA & Associates Inc. Is an Accounting company. Their small team is located in Grand Forks, North Dakota. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Clayfield, Australia
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Small Accounting company Azure Accounting Solutions, is headquartered in Clayfield, Australia. The team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Fargo, ND
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Taxman, a small Accounting company, is located in Fargo, North Dakota. The team offers Accounting and Commercial Financing.
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UndisclosedUndisclosed2 - 9Acacia Ridge, Australia
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Roz Lahey Accounting is an Accounting company. Launched in 2005, their team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Langdon, ND
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Mortenson and Rygh & Associates CPA is an Accounting company. They are headquartered in Langdon, North Dakota and have small team. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Riverside, CA
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Michelle C. Herting, CPA, AEP is an Accounting company. They specialize in Accounting and were founded in 1997. The company is headquartered in Riverside, California.
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UndisclosedUndisclosed2 - 9Saint Joseph, MO
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Taylor, Thompson & Hausman, LLC is an Accounting company founded in 2010. The team offers Accounting and is headquartered in Saint Joseph, Missouri.
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UndisclosedUndisclosed2 - 9Manly, Australia
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Della Nicholson Accounting is a small Manly, Australia-based Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Chesterfield, MO
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Raisher & Associates, P.C., an Accounting company, is in Chesterfield, 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 - 999New York, NY
Ability to deliver
38.2/40.018.6/20 Reviews10/10 Clients & Experience9.6/10 Market PresenceService focus
25% Accounting75% Other -
UndisclosedUndisclosed10 - 49San Francisco, CA
Ability to deliver
37.7/40.019/20 Reviews8.9/10 Clients & Experience9.8/10 Market PresenceService focus
10% Financial Advising & Planning90% 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
37.4/40.017.8/20 Reviews10/10 Clients & Experience9.6/10 Market PresenceService focus
20% Accounting80% 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 -
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 -
$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 / hr1,000 - 9,999San Juan, Puerto Rico
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 - 999Pasig, Philippines
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
34.1/40.016.8/20 Reviews8/10 Clients & Experience9.3/10 Market PresenceService focus
50% Accounting50% Other -
$5,000+$100 - $149 / hr10 - 49San Diego, CA
Ability to deliver
34/40.017.4/20 Reviews7.6/10 Clients & Experience9/10 Market PresenceService focus
30% Accounting70% 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 -
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 -
$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 -
$1,000+$50 - $99 / hr10 - 49London, England
Ability to deliver
33.1/40.016.2/20 Reviews7.6/10 Clients & Experience9.2/10 Market PresenceService focus
10% Accounting90% Other -
UndisclosedUndisclosed10 - 49Londonderry, NH
Ability to deliver
32.9/40.018.8/20 Reviews6.9/10 Clients & Experience7.2/10 Market PresenceService focus
80% Accounting20% Other -
UndisclosedUndisclosed250 - 999Indianapolis, IN
Ability to deliver
32.9/40.018.8/20 Reviews8.8/10 Clients & Experience5.3/10 Market PresenceService focus
10% Accounting90% Other -
UndisclosedUndisclosed50 - 249Dubai, United Arab Emirates
Ability to deliver
32.7/40.017.6/20 Reviews8.1/10 Clients & Experience7/10 Market PresenceService focus
45% Accounting5% Financial Advising & Planning50% 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 / 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 -
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 -
$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 - 249Dallas, TX
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
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.