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 - 9Golden, CO
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Golden Bookkeeping Services, LLC is an Accounting company. The Golden, Colorado-based firm was founded in 2005. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Colorado Springs, CO
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Accounting Pros USA is an Accounting company. Their small team is based in Colorado Springs, Colorado and offers Accounting and Business Consulting. The firm was established in 1997.
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UndisclosedUndisclosed2 - 9Englewood, CO
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Based in Englewood, Colorado, Colorado Business CPA, LLC is an Accounting company. They offer Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Denver, CO
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Royal Bookkeeping & Accounting is an Accounting company. They are located in Denver, Colorado and have small team. They offer Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Dutton Park, Australia
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Kallinicos + Co is an Accounting company. Their small team is located in Dutton Park, Australia. Their team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Denver, CO
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Unique Accounting, a small Accounting company, is based in Denver, Colorado. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Denver, CO
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Colorado Payroll Services, a small Accounting company, is based in Denver, Colorado. The team provides Accounting and HR Consulting.
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UndisclosedUndisclosed2 - 9Murfreesboro, TN
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Headquartered in Murfreesboro, Tennessee, KHOURY CPA is an Accounting company. They focus on Accounting.
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UndisclosedUndisclosed10 - 49Essex, VT
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Bilodeau, Wells & Company, P.C. Is a small Accounting company established in 1984. Their team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Colchester, VT
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JMM & Associates is an Accounting company. Based in Colchester, Vermont, their team offers Accounting.
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UndisclosedUndisclosed2 - 9Sumter, SC
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Ratliff CPA Firm is a small Accounting company in Sumter, South Carolina. The team focuses on Accounting.
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UndisclosedUndisclosed10 - 49Columbia, SC
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Scott and Company LLC is an Accounting company. The Columbia, South Carolina-based agency was founded in 1995. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Columbia, SC
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McGregor and Company LLP is an Accounting company. They provide Accounting and are located in Columbia, South Carolina.
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UndisclosedUndisclosed10 - 49West Columbia, SC
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Burkett Burkett & Burkett CPA PA is an Accounting company. Their small team of employees is headquartered in West Columbia, South Carolina. Their team provides Accounting.
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UndisclosedUndisclosed2 - 9Duncanville, TX
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Steven E. Rutherford CPA is an Accounting company. They are headquartered in Duncanville, Texas and have small team of experts. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Spartanburg, SC
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Kaplan Jay H CPA is an Accounting company. They are based in Spartanburg, South Carolina and have small team. Their team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Greenville, SC
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Arthurs and Company CPA, LLC is a small Greenville, South Carolina-based Accounting company. The team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Lexington, SC
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Newsome & Company, a small Accounting company, is located in Lexington, South Carolina. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Hilton Head Island, SC
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Carey & Company, P.A. Is an Accounting company. Their small team is based in Hilton Head Island, South Carolina. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Greenville, SC
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Stokes & Company CPAs is an Accounting company. The Greenville, South Carolina-based firm was established in 1999. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Bennington, VT
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Love Cody & Company CPA's is an Accounting company. The team is in Bennington, Vermont, and their services include Accounting.
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UndisclosedUndisclosed2 - 9Simpsonville, SC
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McCourry & Company CPA, PA is an Accounting company. They are located in Simpsonville, South Carolina and have small team. Their team offers Accounting.
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UndisclosedUndisclosed2 - 9Southlake, TX
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Accounting company Dana McGuffin CPA focuses on Accounting and Business Consulting. They are in Southlake, Texas.
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UndisclosedUndisclosed2 - 9Spartanburg, SC
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Holcombe, Holtzclaw & Ravan LLC is an Accounting company. Their small team is in Spartanburg, South Carolina. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Arlington, TX
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Launched in 1987, Smith & Smith CPA's , a small Accounting company, is in Arlington, Texas and Seagoville, Texas. Their team provides Accounting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed10 - 49Williston, VT
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Davis & Hodgdon Associates CPAs, a small Accounting company, is in Williston, Vermont and Rutland, Vermont. The team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Manchester, VT
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Launched in 1999, Spivey Lemonik Swenor is an Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Baton Rouge, LA
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Employer Support Services, a HR Outsourcing company, offer HR Outsourcing and Accounting. They were established in 1996.
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UndisclosedUndisclosed10 - 49Rockwall, TX
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Epstein & Co. Is an Accounting company. Based in Rockwall, Texas, the team provides Accounting and Business Consulting.
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UndisclosedUndisclosed50 - 249Slidell, LA
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Payroll Vault is an Accounting company. Their team is based in Slidell, Louisiana. The firm specializes in Accounting and HR Consulting.
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UndisclosedUndisclosed10 - 49
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Headquartered in , Henry & Peters is an Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Essex, VT
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In Essex, Vermont and Eau Claire, Wisconsin, Linda K Alger CPA is an Accounting company. The team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Gastonia, NC
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Small Business Consulting company BBSI - North Carolina, is based in Gastonia, North Carolina. Their services include Business Consulting and Accounting.
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UndisclosedUndisclosed2 - 9Frisco, TX
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Headquartered in Frisco, Texas, Evans & Knauth, CPA's is an Accounting company. Their services include Accounting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed50 - 249Raleigh, NC
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Established in 2003, CDS Outsourcing, Inc. Is a midsize Raleigh, North Carolina-based Accounting company. Their services include Accounting and Recruiting.
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UndisclosedUndisclosed50 - 249Uvalde, TX
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Coleman, Horton & Company is an Accounting company. The Uvalde, Texas-based company offers Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49South Burlington, VT
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Established in 2005, DANAHER ATTIG & PLANTE PLC is an Accounting company. The team provides Accounting.
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UndisclosedUndisclosed10 - 49Weatherford, TX
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Snow Garrett Williams CPA's is an Accounting company founded in 1978. Located in Weatherford, Texas, the team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Shelburne, VT
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Angolano & Company is a small Accounting company based in Shelburne, Vermont. Their services include Accounting.
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UndisclosedUndisclosed10 - 49San Angelo, TX
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Oliver Rainey & Wojtek, a small Accounting company, is headquartered in San Angelo, Texas. The team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Rutland, VT
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4 Seasons Accounting, LLC is an Accounting company. Based in Rutland, Vermont, the team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Rutland, VT
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Valente & Seward CPAs, an Accounting company, was launched in 1963. The company offers Accounting, and is small.
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UndisclosedUndisclosed10 - 49Lubbock, TX
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Louder & Louder, CPAs is an Accounting company based in Lubbock, Texas. They provide Accounting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed2 - 9Austin, TX
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Ruiz CPA & Associates is an Accounting company. The small Austin, Texas-based team specializes in Accounting. The agency was launched in 1977.
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UndisclosedUndisclosed10 - 49Sydney, Australia
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Vidal O’Brien & Co. Is a Sydney, Australia-based Accounting company. The team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Sydney, Australia
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Virtual Business & Accounting Services is an Accounting company. Headquartered in Sydney, Australia, the team focuses on Accounting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed10 - 49Sydney, Australia
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Accounting and Finance & Accounting Outsourcing (FAO) company Vital Addition is based in Sydney, Australia. The team provides Accounting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed2 - 9Campbell, CA
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Mine & Arao, LLP is an Accounting company. Located in Campbell, California, the agency was established in 1989. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Macgregor, Australia
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KY Partners is a small Accounting company based in Macgregor, Australia. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Sydney, Australia
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W.W. Vick & Co. Is a small Sydney, Australia-based Accounting company. Their services include 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.