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 - 9Houston, TX
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Rowland & Scott HR Solutions, LLC is an Accounting and HR Consulting company. They are in Houston, Texas and have small team. They specialize in Accounting and HR Consulting.
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UndisclosedUndisclosed2 - 9San Antonio, TX
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All Pay HR, Inc., a small Accounting and HR Outsourcing company, is located in San Antonio, Texas and Olive Branch, Mississippi. Their services include Accounting and HR Outsourcing.
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UndisclosedUndisclosed2 - 9Taree, Australia
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WLP Accountants is a small Accounting company located in Taree, Australia. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Frisco, TX
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Windsor HR Services, Inc. Is an Accounting company founded in 1999. The company specializes in Accounting and HR Consulting.
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UndisclosedUndisclosed2 - 9Irvington, NJ
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Adams Financial Services, LLC is a small Irvington, New Jersey-based Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Sydney, Australia
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John Wang & Partners is an Accounting company. The Sydney, Australia-based firm was founded in 1990. Their team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Arana Hills, Australia
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TaxArana is an Accounting company. They are located in Arana Hills, Australia and have small team. Their team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Bondi Junction, Australia
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Established in 2011, Want Group Accountants is a small Accounting company. Their team provides Accounting.
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UndisclosedUndisclosed50 - 249Fairfield, NJ
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Smolin Lupin & Co is an Accounting company launched in 1947. Based in Fairfield, New Jersey, the team provides Accounting.
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UndisclosedUndisclosed2 - 9Seventeen Mile Rocks, Australia
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Westmere Accounting is an Accounting company. They focus on Accounting and were established in 2017. The company is in Seventeen Mile Rocks, Australia.
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UndisclosedUndisclosed50 - 249Lismore, Australia
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WCA Chartered Accountant is an Accounting company. The Lismore, Australia-based company was launched in 1922. Their team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Aspley, Australia
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Accounting company Team Accountants Brisbane was founded in 2012. Headquartered in Aspley, Australia, the team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Jerrabomberra, Australia
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Located in Jerrabomberra, Australia, Warbucks is a small Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Toowoomba City, Australia
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Platinum Accounting is an Accounting company. They are located in Toowoomba City, Australia and have small team. Their team offers Accounting.
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UndisclosedUndisclosed2 - 9Redbank Plains, Australia
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JSM Accounting Group is an Accounting company founded in 2008. In Redbank Plains, Australia, the team offers Accounting.
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UndisclosedUndisclosed10 - 49Cresskill, NJ
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Abrams & McKeever CPAs LLC is a small Accounting company launched in 1988. Their team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Totowa, NJ
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Massood & Company PA CPA's, an Accounting company, was established in 1981. The team offers Accounting.
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UndisclosedUndisclosed2 - 9Beenleigh, Australia
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BTS Accountants is a Beenleigh, Australia-based Accounting company. They offer Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Blackwood, NJ
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Joseph W. Bowley & Co., L.L.P. Is an Accounting company. Launched in 1989, their team provides Accounting.
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UndisclosedUndisclosed2 - 9Beachmere, Australia
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PBuzS Accounting Services, a small Accounting company, is headquartered in Beachmere, Australia. The team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Morayfield, Australia
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Certus Group Accountants is an Accounting company. They are headquartered in Morayfield, Australia and have small team. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Lubbock, TX
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Founded in 1962, Mason Warner & Co. Is an Accounting company. The team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Upper Coomera, Australia
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In Upper Coomera, Australia, Burke Advisory is a small Accounting company. The team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Austin, TX
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Headquartered in Austin, Texas, Bargsley, Totaro, Andrews & Steinbach, CPA's is an Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Canungra, Australia
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Small Accounting company Corporate & Country Accounting, is in Canungra, Australia. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Denver, CO
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Watson & Company, Inc. Is an Accounting company established in 1984. Headquartered in Denver, Colorado, the team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Presque Isle, ME
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GSP International is an Accounting company. Their small team of employees is located in Presque Isle, Maine. Their team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Colorado Springs, CO
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Gregory Accounting & Tax Services is an Accounting company. Their team is in Colorado Springs, Colorado and focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Burleigh Heads, Australia
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Beachcombing Accounting & Finance is an Accounting company. They are in Burleigh Heads, Australia and have small team. Their team offers Accounting.
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UndisclosedUndisclosed10 - 49Sydney, Australia
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Watson Erskine & Co, a small Accounting company, is headquartered in Sydney, Australia. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Carbondale, CO
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Established in 2006, Sopris Bookkeeping is an Accounting company. The team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Kalkie, Australia
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Nettax is an Accounting company. They are located in Kalkie, Australia and have small team. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Grand Junction, CO
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Launched in 2005, Hale Bookkeeping Service Inc is an Accounting company. The small team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Seneca, SC
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Small Accounting company Payne, White & Schmutz, CPA, is in Seneca, South Carolina. The team focuses on Accounting.
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UndisclosedUndisclosed10 - 49Brendale, Australia
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Based in Brendale, Australia, Resource Accounting is a small Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Bathurst, Australia
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Weekes Accounting and Advisory is an Accounting company. They are in Bathurst, Australia and have small team. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Lafayette, CO
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Located in Lafayette, Colorado, Mindful Business Solutions is a small Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Georgetown, SC
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Harper Poston & Moree Cpas is a small Accounting company located in Georgetown, South Carolina. The team offers Accounting.
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UndisclosedUndisclosed2 - 9Rock Hill, SC
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David Knoble PLLC is a small Accounting company located in Rock Hill, South Carolina. The team provides Accounting.
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UndisclosedUndisclosed2 - 9Summerville, SC
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Swamp Fox CPA, LLC is a small Summerville, South Carolina-based Accounting company. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Paulsboro, NJ
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Business Accounting Systems, PC is a small Paulsboro, New Jersey-based Accounting company. The team provides Accounting.
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UndisclosedUndisclosed10 - 49Taringa, Australia
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Small Accounting company Conrad Carlile Taxation & Business Advisors, is headquartered in Taringa, Australia. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Anderson, SC
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Lindley Pettigrew & Company CPAs LLC is an Accounting company. Their team is headquartered in Anderson, South Carolina and provides Accounting.
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UndisclosedUndisclosed10 - 49Rutherford, NJ
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SuarezBaldomero, P.A is an Accounting company founded in 2011. Their team offers Accounting.
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UndisclosedUndisclosed2 - 9Glenwood Springs, CO
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In Glenwood Springs, Colorado, Balanced Bookkeeping & Payroll, Inc. Is a small Accounting company. The team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Baulkham Hills, Australia
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Westhill Partners is a small Baulkham Hills, Australia-based Accounting company. The team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Columbia, SC
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Ouzts Ouzts & Company is a small Accounting company based in Columbia, South Carolina. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Eagle Farm, Australia
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Small Accounting company Level Up, is based in Eagle Farm, Australia. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Florence, SC
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Lawrimore, CPA, PA is an Accounting company. They are based in Florence, South Carolina and have small team. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Mount Pleasant, SC
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Jackson Jr, J Franklin, Cpa is a small Accounting company located in Mount Pleasant, South Carolina. The team offers Accounting.
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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.