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 - 9San Jose, CA
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Ynchausti & Company, CPA. Inc. Is an Accounting company. Their small team is based in San Jose, California. Their services include Accounting.
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UndisclosedUndisclosed50 - 249Nashville, TN
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Tri Star Sports & Entertainment is an Accounting company headquartered in Nashville, Tennessee and West Hollywood, California. They focus on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9McKinney, TX
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John Harman, CPA is an Accounting company based in McKinney, Texas. Established in 1990, the team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Lewisville, TX
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Jean Boenker Hood CPA is an Accounting company. The Lewisville, Texas-based company was launched in 2015. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Houston, TX
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Argueta CPA , an Accounting company, provides Accounting and Business Consulting. The firm is based in Houston, Texas.
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UndisclosedUndisclosed2 - 9Plano, TX
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Established in 1994, Jeramy Smith, CPA is a small Plano, Texas-based Accounting company. Their team offers Accounting.
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UndisclosedUndisclosed10 - 49Abilene, TX
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Condley and Co. Is a small Accounting company. Established in 1939, the team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Dallas, TX
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Kurtz & Co. Is an Accounting company. Established in 1992, the company is in Dallas, Texas. Their team offers Accounting.
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UndisclosedUndisclosed10 - 49Addison, TX
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BKM Sowan Horan is an Accounting company. The small Addison, Texas-based team specializes in Accounting and Business Consulting. The agency was founded in 2010.
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UndisclosedUndisclosed10 - 49Uniontown, PA
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Frazier Sandzimier & Company, CPAs, & Consultants , an Accounting company, is in Uniontown, Pennsylvania. Founded in 1985, the team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9San Francisco, CA
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Startup Business Accounting is an Accounting company. Their small team is located in San Francisco, California. Their team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Oakland, CA
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Madriaga & Associates, CPA’s is a small Accounting company headquartered in Oakland, California. The team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9South San Francisco, CA
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Based in South San Francisco, California, Canty Tax Services is a small Business Consulting company. The team specializes in Business Consulting and Accounting.
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UndisclosedUndisclosed2 - 9Oakland, CA
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Curious Finance is a Business Consulting company. Their small team is located in Oakland, California and specializes in Business Consulting and Accounting. The agency was launched in 2011.
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UndisclosedUndisclosed2 - 9Emeryville, CA
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Triton Tax & Business Services is a small Business Consulting company in Emeryville, California. Their services include Business Consulting and Accounting.
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UndisclosedUndisclosed2 - 9Washington, NC
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Thomas Swanner & Company, PA is an Accounting company. Founded in 1985, the company is headquartered in Washington, North Carolina. Their team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Sausalito, CA
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Rubyn & Company Accountants, a small Business Consulting company, is in Sausalito, California. The team offers Business Consulting and Accounting.
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UndisclosedUndisclosed2 - 9Thomasville, NC
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Ballard Surratt & Co PA is an Accounting company. Established in 1998, their team offers Accounting.
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UndisclosedUndisclosed2 - 9Cerritos, CA
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Headquartered in Cerritos, California, Triton Tax Group is a small Business Consulting company. The team focuses on Business Consulting and Accounting.
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UndisclosedUndisclosed2 - 9San Jose, CA
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Launched in 1986, Ras Business Services is a small San Jose, California-based Accounting company. Their team focuses on Accounting.
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UndisclosedUndisclosed10 - 49Milton, Australia
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Small Accounting and Business Consulting company Davis & Co, is headquartered in Milton, Australia. The team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Burleigh Heads, Australia
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Small Accounting and Business Consulting company Business Matters, is in Burleigh Heads, Australia and Murwillumbah, Australia. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49New Farm, Australia
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Astro Accounting and Advice is a small Accounting and Business Consulting company based in New Farm, Australia. The team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Hickory, NC
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Davidson, Holland, Whitesell & Co., PLLC is an Accounting company. In Hickory, North Carolina, the team offers Accounting.
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UndisclosedUndisclosed10 - 49East Brisbane, Australia
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Value Beyond is an Accounting and Business Consulting company. They are located in East Brisbane, Australia and have small team. They provide Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9
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Sean Beasley, an Accounting company, is located in Mudgeeraba, Australia. They focus on Accounting and were founded in 2004.
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UndisclosedUndisclosed2 - 9Mooresville, NC
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REH CPA is an Accounting company. They focus on Accounting and are in Mooresville, North Carolina.
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UndisclosedUndisclosed10 - 49Concord, NC
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Gordon, Keeter & Co. Is an Accounting company. Based in Concord, North Carolina, the agency offers Accounting.
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UndisclosedUndisclosed2 - 9Randwick, Australia
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Rova Partners, a small Accounting and Business Consulting company, is in Randwick, Australia. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Aroona, Australia
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Hunt and O'Connor Accountants is a small Accounting company in Aroona, Australia. The team focuses on Accounting.
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UndisclosedUndisclosed10 - 49Clemmons, NC
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Lindsay & Gardner CPAs, PLLC is an Accounting company. They focus on Accounting and were launched in 2007.
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UndisclosedUndisclosed10 - 49Surry Hills, Australia
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Accounting company Russell and Partners is in Surry Hills, Australia. They provide Accounting and were launched in 2011.
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UndisclosedUndisclosed2 - 9Varsity Lakes, Australia
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Clever Fox Consulting is a Varsity Lakes, Australia-based Accounting and Finance & Accounting Outsourcing (FAO) company. They specialize in Accounting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed2 - 9Harris Park, Australia
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S R Sheth & Co is a small Accounting company headquartered in Harris Park, Australia. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Fayetteville, NC
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McFadyen & Sumner CPAs, an Accounting company, was established in 1982. The small team provides Accounting.
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UndisclosedUndisclosed10 - 49Cessnock, Australia
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Saywells is a small Cessnock, Australia-based Accounting company. The team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Snow Hill, NC
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Established in 1997, Frank H Harper CPA is an Accounting company. The team focuses on Accounting.
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UndisclosedUndisclosed10 - 49Parsippany-Troy Hills, NJ
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RM CPA, LLC is an Accounting company. They are in Parsippany-Troy Hills, New Jersey and have small team. Their team offers Accounting.
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UndisclosedUndisclosed10 - 49Trenton, NJ
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Klatzkin & Company LLP is an Accounting company. The team specializes in Accounting, and the firm is based in Trenton, New Jersey.
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UndisclosedUndisclosed10 - 49Sydney, Australia
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Scolari Comerford , an Accounting company, was launched in 1994. Headquartered in Sydney, Australia, the team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Varsity Lakes, Australia
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M&D Accountants is an Accounting company. They are in Varsity Lakes, Australia and have small team. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Huntersville, NC
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Brumley Robinson & Associates CPAs PLLC is a small Accounting company founded in 1983. Their team offers Accounting.
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UndisclosedUndisclosed2 - 9Coonamble, Australia
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Small Accounting company Secombe & Coghill Accounting, is headquartered in Coonamble, Australia. The team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Charlotte, NC
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Based in Charlotte, North Carolina, Vance Flouhouse & Garges, PLLC is a small Accounting company. The team provides Accounting.
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UndisclosedUndisclosed2 - 9Dublin, CA
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Palma Financial Services is a Dublin, California-based Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Sydney, Australia
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Shorrock , an Accounting company, was founded in 2009. The team provides Accounting and is headquartered in Sydney, Australia.
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UndisclosedUndisclosed2 - 9San Francisco, CA
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Accounting Clear is an Accounting company. Their small team is based in San Francisco, California. Their team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Pine, CO
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Located in Pine, Colorado, Ascent Accounting & Tax is a small Accounting company. The team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Raleigh, NC
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Maddison Caison, LLP is an Accounting company. The team offers Accounting and is in Raleigh, North Carolina.
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UndisclosedUndisclosed10 - 49Lone Tree, CO
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Summit Accounting Solutions is an Accounting company. The small Lone Tree, Colorado-based team provides Accounting and Business Consulting. The firm was launched in 1990.
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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.