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 - 9Hawthorne, CA
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McNair Tax Service is a small Hawthorne, California-based Accounting company. The team provides Accounting.
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UndisclosedUndisclosed10 - 49Helensvale, Australia
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Launched in 2014, Etairos Accounting and Finance is an Accounting company. Located in Helensvale, Australia, the team provides Accounting.
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UndisclosedUndisclosed2 - 9Peakhurst, Australia
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McCoy Accounting & Assurance is an Accounting company. The Peakhurst, Australia-based company focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9
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Bruce O'Connor Chartered Accountant is an Accounting company. Their small team is in. Their team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Hawthorne, CA
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MRS Tax & Accounting Services is a small Hawthorne, California-based Accounting company. The team offers Accounting.
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UndisclosedUndisclosed2 - 9Hollywell, Australia
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Amity Accounting is a small Hollywell, Australia-based Accounting company. Their services include Accounting.
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UndisclosedUndisclosed10 - 49South Melbourne, Australia
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Rose Partners is an Accounting company. Established in 1976, their team offers Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Bondi Junction, Australia
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Rosenfeld Kant & Co is an Accounting company founded in 1977. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Underwood, Australia
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WOW! Advisors And Business Accountants is an Accounting company. Their team is located in Underwood, Australia. The company specializes in Accounting.
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UndisclosedUndisclosed10 - 49Penrith, Australia
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Ross Fowler & Co is an Accounting company. Founded in 1999, their team provides Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Southport, Australia
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Choice Accountants is an Accounting company. Their small team is located in Southport, Australia. Their team offers Accounting.
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UndisclosedUndisclosed10 - 49Sydney, Australia
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Located in Sydney, Australia, Rothsay Chartered Accountants is a small Accounting company. Their services include Accounting.
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UndisclosedUndisclosed50 - 249Fargo, ND
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Midsize Accounting company Foster Klima & Company, is located in Fargo, North Dakota. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Carrara, Australia
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Located in Carrara, Australia, MWM Advisory is a small Accounting company. The team focuses on Accounting.
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UndisclosedUndisclosed10 - 49Garner, NC
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John D. Adams & Company, CPAs, PLLC, an Accounting company, offer Accounting. They were established in 1975.
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UndisclosedUndisclosed2 - 9Wilmington, NC
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Based in Wilmington, North Carolina, Harms, Rode & Company, LLP is a small Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Wilkesboro, NC
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Faw & Associates, PLLC is an Accounting company. They are based in Wilkesboro, North Carolina and have small team. They provide Accounting.
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UndisclosedUndisclosed2 - 9Colorado Springs, CO
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Headquartered in Colorado Springs, Colorado, Phases Accounting and Tax Service, Inc. Is a small Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed50 - 249Fargo, ND
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Human Resource Management Group, LLC is a midsize Accounting company located in Fargo, North Dakota. The team focuses on Accounting and HR Consulting.
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UndisclosedUndisclosed2 - 9Colorado Springs, CO
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Mountain View Tax Pros, LLC is an Accounting company. They are in Colorado Springs, Colorado. Their team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Salt Lake City, UT
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Michael A York & Associates is a small Accounting company located in Salt Lake City, Utah. The team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Taylorsville, UT
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Averett & Associates is an Accounting company. The agency is headquartered in Taylorsville, Utah. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Brighton, CO
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Central Colorado Tax Services, LLC is an Accounting company. They offer Accounting and Business Consulting and were established in 2014. The company is based in Brighton, Colorado.
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UndisclosedUndisclosed2 - 9Holladay, UT
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Salt Lake City Bookkeeping is an Accounting company launched in 2007. The firm offers Accounting, and is small.
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UndisclosedUndisclosed2 - 9Murray, UT
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Richard P. Reid, CPA is a small Murray, Utah-based Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Santa Clara, CA
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ARK PENNY is an Accounting company based in Santa Clara, California. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Salt Lake City, UT
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Headquartered in Salt Lake City, Utah, Wilkinson, Cooley & Co. Is a small Accounting company. The team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Santa Clara, CA
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In Santa Clara, California, Bennet Shay CPAs is a small Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Eight Mile Plains, Australia
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Stanton Mienert is a small Eight Mile Plains, Australia-based Accounting and Business Consulting company. The team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Esk, Australia
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Small Accounting and Business Consulting company B Ruthven Tax and Accounting , is based in Esk, Australia and Karalee, Australia. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9South San Francisco, CA
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Payroll-Easy is a small Accounting company located in South San Francisco, California. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Buderim, Australia
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In Buderim, Australia, SDM Accounting & Taxation Services is a small Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Daly City, CA
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Established in 1969, Sutton Financial, a small Accounting company, is headquartered in Daly City, California. Their team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Mooloolaba, Australia
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Smart Steps is a small Accounting company headquartered in Mooloolaba, Australia. The team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Oakland, CA
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Accounting company Code Accounting was established in 2013. Located in Oakland, California, the team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Spring, TX
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Fisher CPA Firm, an Accounting company, is based in Spring, Texas. They offer Accounting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed2 - 9San Francisco, CA
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Kani & Associates is a small Accounting company in San Francisco, California. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Rangeville, Australia
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In Rangeville, Australia, Duggan Partners is a small Accounting and Business Consulting company. The team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Houston, TX
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Founded in 2007, M&K CPAS is an Accounting company. The company specializes in Accounting and Business Consulting, and is small.
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UndisclosedUndisclosed10 - 49Longreach, Australia
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Headquartered in Longreach, Australia, Ringrose Button is a small Accounting company. The team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Raleigh, NC
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Accounting company C.E. Thorn, CPA, PLLC was established in 1993. The firm specializes in Accounting, and is small.
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UndisclosedUndisclosed10 - 49Houston, TX
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In Houston, Texas, Cooper CPA Group is an Accounting company. They focus on Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Brisbane City, Australia
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Based in Brisbane City, Australia, Lyons Judge is a small Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9San Francisco, CA
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Applied Advisor is a small Business Consulting company located in San Francisco, California. The team specializes in Business Consulting and Accounting.
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UndisclosedUndisclosed2 - 9Brisbane City, Australia
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Benjamin & Stephens is an Accounting and Business Consulting company. They are based in Brisbane City, Australia and have small team. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Denton, TX
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Merki & Associates is an Accounting company. They are based in Denton, Texas, and their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Lexington, NC
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Accounting company Turlington and Company, L.L.P. Is in Lexington, North Carolina. They focus on Accounting.
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UndisclosedUndisclosed2 - 9Brisbane City, Australia
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GMD Advisory is an Accounting and Business Consulting company. They are headquartered in Brisbane City, Australia and have small team. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Spring Hill, Australia
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Established in 1994, Moschella & Associates is an Accounting and Business Consulting company. The agency provides Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Flower Mound, TX
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Peter Marshall & Company CPA is an Accounting company. They were launched in 1984, and their services include Accounting and Finance & Accounting Outsourcing (FAO).
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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.