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 - 9Douglasville, GA
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Connally, Jordan & Associates, P.C. Is a small Accounting company in Douglasville, Georgia. The team specializes in Accounting.
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UndisclosedUndisclosed50 - 249Lincoln, NE
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Headquartered in Lincoln, Nebraska, INSPRO Insurance is a midsize Finance & Accounting Outsourcing (FAO) company. Their services include Finance & Accounting Outsourcing (FAO) and Accounting.
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UndisclosedUndisclosed10 - 49Omaha, NE
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Hemphill Search Group, Inc. Is an Accounting company. They are headquartered in Omaha, Nebraska, and their services include Accounting and Corporate Training & Coaching.
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UndisclosedUndisclosed2 - 9Atlanta, GA
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Located in Atlanta, Georgia, Dorene Smith CPA Firm, P.C. Is a small Accounting company. The team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Dahlonega, GA
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Tim Thomas CPA, LLC is a small Dahlonega, Georgia-based Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Dacula, GA
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Kevin R. Smith CPA, LLC is an Accounting company. Their small team of employees is headquartered in Dacula, Georgia. Their team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Lincoln, NE
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Adaptive Staffing, Inc. Is an Accounting company. Located in Lincoln, Nebraska, the team focuses on Accounting and Transcription.
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UndisclosedUndisclosed10 - 49Oakwood, GA
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ASA Accounting & Tax Services, a small Accounting company, is located in Oakwood, Georgia. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Cumming, GA
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Carroll & Company, CPAs is a small Cumming, Georgia-based Accounting company. The team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9McRae-Helena, GA
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Hilliard & Milton, LLC is an Accounting company launched in 1989. The team provides Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Irvine, CA
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Founded in 2009, Tax Law Offices of David W. Klasing, a small Accounting company, is based in Irvine, California. Their team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Los Angeles, CA
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Established in 2017, Leading Tax Group is an Accounting company. The small team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Nowra, Australia
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Hindmarsh McDonald is a Nowra, Australia-based Accounting company. The team provides Accounting.
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UndisclosedUndisclosed10 - 49Cobbitty, Australia
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Twomeys is an Accounting company. The Cobbitty, Australia-based team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Sydney, Australia
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HOLDEN+BOLSTER is an Accounting and Business Consulting company. They are located in Sydney, Australia and have small team. Their team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49East Gosford, Australia
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Accounting company Howes Accounting Services was founded in 2005. The team offers Accounting and Business Consulting and is based in East Gosford, Australia.
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UndisclosedUndisclosed10 - 49Coffs Harbour, Australia
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HQB, a small Accounting and Business Consulting company, is located in Coffs Harbour, Australia and Bellingen, Australia. The team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9South San Francisco, CA
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TheTaxGuySF is a small Accounting company based in South San Francisco, California. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Daly City, CA
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Gelardi Tax Service is a Business Consulting company. The team focuses on Business Consulting and Accounting, and the firm is located in Daly City, California.
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UndisclosedUndisclosed2 - 9Los Angeles, CA
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Ben Adler, CPA is a Los Angeles, California-based Accounting company. They offer Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9South San Francisco, CA
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Miranda & Associates is a Business Consulting company. They are based in South San Francisco, California and have small team. Their team provides Business Consulting and Accounting.
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UndisclosedUndisclosed2 - 9
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Mind Your Assets, LLC is a Business Consulting company. The team is in SAN FRANCISCO, California, and their services include Business Consulting and Accounting.
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UndisclosedUndisclosed2 - 9Bondi Junction, Australia
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Sapier Accountancy is an Accounting company. Launched in 1991, the company provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Dubbo, Australia
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IEC Advisory is an Accounting company. Launched in 2017, their team offers Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Chatswood, Australia
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Hall Consulting Group is an Accounting company. The team is headquartered in Chatswood, Australia, and their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49North Sydney, Australia
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Small Accounting company Halligan & Co, is based in North Sydney, Australia. The team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Mona Vale, Australia
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Sunderland Accounting is an Accounting company. Established in 1980, the team focuses on Accounting.
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UndisclosedUndisclosed10 - 49Tamworth, Australia
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Hancocks is a small Accounting company located in Tamworth, Australia and Coonabarabran, Australia. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Sydney, Australia
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JACOBY CAMERON & CO. Is an Accounting company established in 1966. Headquartered in Sydney, Australia, the team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Sydney, Australia
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Hanrahans is a small Accounting company based in Sydney, Australia. Their services include Accounting.
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UndisclosedUndisclosed2 - 9North Sydney, Australia
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Ball Accounting is an Accounting and Business Consulting company. The team is located in North Sydney, Australia, and their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49North Sydney, Australia
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Small Accounting company Harrington Financial Solutions, is located in North Sydney, Australia. The team offers Accounting.
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UndisclosedUndisclosed10 - 49Sydney, Australia
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Established in 2003, Jirsch Reilly Tang is a small Accounting company. Their team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Forster, Australia
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HMM, an Accounting company, was launched in 2013. The agency specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Omaha, NE
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Founded in 2017, MyStaff Inc. Is a small Accounting company. Their team offers Accounting and Staffing.
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UndisclosedUndisclosed2 - 9Oakland, CA
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Raphael & Associates, a small Business Consulting company, is in Oakland, California. Their services include Business Consulting and Accounting.
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UndisclosedUndisclosed2 - 9Los Angeles, CA
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Launched in 2005, Attarson & Associates Inc is a small Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Bathurst, Australia
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Located in Bathurst, Australia, John Croaker Accountant is a small Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Baulkham Hills, Australia
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John J. Elias and Co. Is a small Baulkham Hills, Australia-based Accounting company. Their services include Accounting.
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UndisclosedUndisclosed50 - 249Albury, Australia
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Johnsons MME is an Accounting company launched in 1948. Located in Albury, Australia, the team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Sydney, Australia
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Johnstone Haines & Fergusson is an Accounting company. The Sydney, Australia-based agency was established in 1963. Their team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Redcliffe, Australia
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In Redcliffe, Australia, Accountplan is a small Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Long Beach, CA
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Williams & Ribb LLP is an Accounting company. Their small team is based in Long Beach, California. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed50 - 249Bundaberg West, Australia
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B Walker & Co is an Accounting company. Their midsize team is based in Bundaberg West, Australia. Their team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Strathpine, Australia
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Don Richards - Chartered Accountants is an Accounting company. Located in Strathpine, Australia, the agency was established in 1983. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Los Angeles, CA
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Medkiff & Company, Inc, an Accounting company, is in Los Angeles, California. Founded in 2015, the team provides Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Toowoomba City, Australia
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Beveridge Carey Accountants is a small Accounting company located in Toowoomba City, Australia. The team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Los Angeles, CA
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SISUNG NOH, CPA is a Los Angeles, California-based Accounting company. The team provides Accounting.
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UndisclosedUndisclosed2 - 9Springwood, Australia
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Brisbane Taxation Services is an Accounting company. Their small team is in Springwood, Australia. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Springwood, Australia
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Ignite Accounting is a small Springwood, Australia-based Accounting company. The team provides Accounting and Business Consulting.
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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.