Top Financial Services Firms
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$50,000+$200 - $300 / hr10 - 49Bee Cave, TXServices provided
See all 7 projectsCSTMR is a digital marketing agency specializing in branding, web development, and fintech marketing strategies. Their reviews reflect a high level of satisfaction, with 100% of clients impressed by their deep industry knowledge and responsive project management. Clients frequently commend CSTMR's ability to deliver on time and their strategic approach to content and SEO, highlighting a seamless integration into client teams for successful project outcomes.
$25,000+Undisclosed250 - 999Sydney, AustraliaServices provided
See all 2 projectsTalent Formula is an accounting services firm that specializes in talent acquisition and management for industry-specific needs, including financial analysts and accountants. They have been praised for their efficient recruitment process and cultural alignment, contributing to a 100% positive feedback rate for their support in business growth and team integration.
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UndisclosedUndisclosed10 - 49El Monte, CA
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Chen and Fan Accountancy Corporation is an Accounting company located in El Monte, California. Launched in 1992, the team provides Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Port Macquarie, Australia
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Launched in 1953, NorthCorp Accountants is a small Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9San Jose, CA
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Tax Ofcs Of Kevin Bao Lenguyen is an Accounting company. Founded in 2013, the team provides Accounting. The company is located in San Jose, California.
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UndisclosedUndisclosed2 - 9San Jose, CA
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Chavan & Associates, LLP, Certified Public Accountants is a San Jose, California-based Accounting company. They offer Accounting and Business Consulting and were launched in 2016.
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UndisclosedUndisclosed2 - 9Mount Gravatt East, Australia
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MAPA Accounting is an Accounting company. They are based in Mount Gravatt East, Australia and have small team. They specialize in Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Braintree, MA
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The Simon Companies is a Braintree, Massachusetts-based Commercial Development company. They provide Commercial Development and Accounting and were launched in 1966.
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UndisclosedUndisclosed10 - 49Rocklea, Australia
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Accounting company Maximize Accountants is headquartered in Rocklea, Australia. The team focuses on Accounting.
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UndisclosedUndisclosed10 - 49Upper Mount Gravatt, Australia
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Launched in 2007, Consolid8 | In association with BDO is an Accounting and Business Consulting company. The company focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Rapid City, SD
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Casey Peterson, Ltd, a small Accounting company, is located in Rapid City, South Dakota. The team specializes in Accounting.
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UndisclosedUndisclosed10 - 49Aspley, Australia
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Satellite Accounting is an Accounting company. Founded in 2011, the company provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Watertown, SD
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VRS P.C. Is a small Watertown, South Dakota-based Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Rapid City, SD
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DeSmet and Biggs, LLP is an Accounting company. Founded in 1983, the team focuses on Accounting. The firm is headquartered in Rapid City, South Dakota.
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UndisclosedUndisclosed2 - 9Aspley, Australia
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Amour Accountants is a small Aspley, Australia-based Accounting company. The team offers Accounting.
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UndisclosedUndisclosed10 - 49Upper Mount Gravatt, Australia
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Lee & Lee Accountants is a small Accounting company based in Upper Mount Gravatt, Australia. The team specializes in Accounting.
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UndisclosedUndisclosed50 - 249Greensboro, NC
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Established in 1946, DMJ & Co., PLLC is an Accounting company. The midsize team provides Accounting.
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UndisclosedUndisclosed2 - 9Robina, Australia
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O'Connor Business Consulting is an Accounting company in Robina, Australia. The team provides Accounting and Recruiting.
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UndisclosedUndisclosed2 - 9Winston-Salem, NC
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Launched in 1950, Cannon & Company, L.L.P. Is an Accounting company. The company focuses on Accounting.
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UndisclosedUndisclosed2 - 9Kernersville, NC
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Connor & Company, Inc., an Accounting company, is based in Kernersville, North Carolina. They specialize in Accounting and were established in 1979.
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UndisclosedUndisclosed10 - 49Aspley, Australia
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Sam Greco & Co , a small Accounting company, is based in Aspley, Australia. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Sunnybank Hills, Australia
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XY PARTNERS ACCOUNTING is an Accounting company. They are located in Sunnybank Hills, Australia and have small team. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Collaroy, Australia
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Outsource Your Accounts is a small Accounting company located in Collaroy, Australia. The team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Geebung, Australia
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TAXNBOOKS Accounting is an Accounting company. They are located in Geebung, Australia and have small team. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Manly West, Australia
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1st Stop Professional Services is a small Accounting company launched in 2002. Their team specializes in Accounting.
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UndisclosedUndisclosed2 - 9San Jose, CA
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James Walker, CPA is an Accounting company. Located in San Jose, California, their small team provides Accounting. The company was launched in 1986.
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UndisclosedUndisclosed10 - 49Milsons Point, Australia
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Page Harrison & Co, an Accounting company, is in Milsons Point, Australia. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Sydney, Australia
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Papadopoulos & Co, a small Accounting company, is in Sydney, Australia. The team focuses on Accounting.
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UndisclosedUndisclosed10 - 49Sydney, Australia
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Pascoe Whittle Chartered Accountants , an Accounting company, was launched in 1994. The company offers Accounting.
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UndisclosedUndisclosed2 - 9Springwood, Australia
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Established in 1998, PDC Accounting is an Accounting company. The small team provides Accounting.
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UndisclosedUndisclosed2 - 9Killara, Australia
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PB Accountants & Advisors is a small Accounting company. Founded in 2012, the team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Timber Lake, SD
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Garret Tenbroek CPA PC is an Accounting company founded in 1995. The team offers Accounting.
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UndisclosedUndisclosed2 - 9Sioux Falls, SD
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EGE Group, LLC is an Accounting company. Their team is in Sioux Falls, South Dakota. The agency focuses on Accounting.
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UndisclosedUndisclosed10 - 49Pierre, SD
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Stulken Petersen is a small Pierre, South Dakota-based Accounting company. The team offers Accounting.
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UndisclosedUndisclosed10 - 49Yankton, SD
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Accounting company Wohlenberg Ritzman & Co was founded in 1955. The firm focuses on Accounting and Business Consulting, and is small.
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UndisclosedUndisclosed2 - 9San Jose, CA
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Tim Kehl, CPA is an Accounting company. They are headquartered in San Jose, California and have small team. They focus on Accounting.
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UndisclosedUndisclosed2 - 9Miller, SD
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Based in Miller, South Dakota, Dakota Tax Group, LLC is a small Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Huron, SD
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Scheibe Accounting LLP is an Accounting company. Their small team is located in Huron, South Dakota. Their team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Sioux Falls, SD
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Headquartered in Sioux Falls, South Dakota, McGinnis and Company, PC is an Accounting company. Founded in 1949, the team offers Accounting.
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UndisclosedUndisclosed2 - 9Runcorn, Australia
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Proven Accounting, a small Accounting company, is based in Runcorn, Australia. The team focuses on Accounting.
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UndisclosedUndisclosed2 - 9High Point, NC
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Launched in 2016, Affirming Truth Companies LLC is an Accounting company. The team provides Accounting and is headquartered in High Point, North Carolina.
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UndisclosedUndisclosed10 - 49Mitchell, SD
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Accounting and Business Consulting company ELO Prof. LLC provides Accounting and Business Consulting. They are in Mitchell, South Dakota.
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UndisclosedUndisclosed10 - 49Jacksonville, NC
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Accounting company Rogers CPAs of North Carolina was founded in 1982. The small team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Richlands, Australia
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Kuber Tax Solutions is an Accounting company. Founded in 2003, the team offers Accounting. The company is located in Richlands, Australia.
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UndisclosedUndisclosed2 - 9Madison, SD
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Jason Maxwell, CPA is a small Madison, South Dakota-based Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9
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EtonHR, LLC is a small Accounting company located in Omaha, Nebraska. The team specializes in Accounting and Staffing.
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UndisclosedUndisclosed10 - 49Wilmington, NC
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Miller & Company CPA is a Wilmington, North Carolina-based Accounting company. They offer Accounting.
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UndisclosedUndisclosed50 - 249Lititz, PA
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Simon Lever LLP is an Accounting company. Their midsize team is located in Lititz, Pennsylvania. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Springwood, Australia
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The White Office is a small Accounting company in Springwood, Australia. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Rapid City, SD
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Accounting company Wilson Hanson & Blom, LLP is headquartered in Rapid City, South Dakota. They offer Accounting.
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UndisclosedUndisclosed2 - 9Greenville, NC
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Cayton & Associates, LLP is an Accounting company. Based in Greenville, North Carolina, the firm was established in 1982. Their team offers Accounting.
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UndisclosedUndisclosed10 - 49Sandgate, Australia
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Kedwell & Co Accountants, a small Accounting company, is based in Sandgate, Australia. The team offers 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 -
$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 -
$10,000+$50 - $99 / hr1,000 - 9,999Istanbul, Türkiye
Ability to deliver
35.9/40.016.6/20 Reviews9.3/10 Clients & Experience10/10 Market PresenceService focus
10% Accounting90% 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 -
$1,000+$50 - $99 / hr10 - 49London, England
Ability to deliver
33.9/40.017/20 Reviews7.6/10 Clients & Experience9.2/10 Market PresenceService focus
10% Accounting90% 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 -
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 -
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 -
UndisclosedUndisclosed250 - 999Indianapolis, IN
Ability to deliver
32.7/40.018.6/20 Reviews8.8/10 Clients & Experience5.3/10 Market PresenceService focus
10% Accounting90% 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.