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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UndisclosedUndisclosed10 - 49Glen Iris, Australia
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Elizabeth Zeuschner and Associates is a small Glen Iris, Australia-based Accounting company. The team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9San Diego, CA
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Addleman & Associates is an Accounting company. They are located in San Diego, California and have small team. They specialize in Accounting.
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UndisclosedUndisclosed10 - 49
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Haven Accounting Services is an Accounting company. They are headquartered in Balwyn, Australia and have small team. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Rockville, VA
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Clarkson David, CPA is an Accounting company. Their team is located in Rockville, Virginia and specializes in Accounting.
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UndisclosedUndisclosed2 - 9Vienna, VA
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Irving CPA, PLLC is a small Accounting company launched in 2009. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Diamond Bar, CA
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PLS CPAs and Consulting Services is an Accounting company. In Diamond Bar, California, the team offers Accounting.
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UndisclosedUndisclosed2 - 9Manassas, VA
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Simple Solutions Accounting Services, Inc. Is an Accounting company. They were founded in 1997, and their services include Accounting.
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UndisclosedUndisclosed2 - 9San Diego, CA
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Lipsey, Youngren, Means, Ogren & Sandberg, LLP is an Accounting company. The San Diego, California-based company was launched in 1984. Their team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Fairfax, VA
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Founded in 1990, Bailey, Stube & Glaser, PC is an Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Virginia Beach, VA
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Jacobson Brotman PC is a small Virginia Beach, Virginia-based Accounting company. The team offers Accounting.
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UndisclosedUndisclosed2 - 9Mentone, Australia
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Clever Business Services is an Accounting company launched in 1985. The agency provides Accounting and Business Consulting, and is small.
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UndisclosedUndisclosed2 - 9San Diego, CA
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Based in San Diego, California, Correia & Associates is an Accounting company. They focus on Accounting.
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UndisclosedUndisclosed2 - 9Truganina, Australia
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Kiribooks Prompt Services is an Accounting company. Founded in 2011, the team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9San Diego, CA
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Tracy H. Weaver, Attorney/CPA, an Accounting company, was founded in 1985. The small team provides Accounting.
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UndisclosedUndisclosed2 - 9Rowville, Australia
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DS Bookkeeping & Business Development is a small Rowville, Australia-based Accounting company. Their services include Accounting.
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UndisclosedUndisclosed10 - 49San Diego, CA
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Larson Ludwig & Stokes LLP, an Accounting company, was founded in 1984. The team offers Accounting.
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UndisclosedUndisclosed2 - 9Wantirna South, Australia
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Small Accounting company FOCUS ACCOUNTS, is located in Wantirna South, Australia. The team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Aspendale Gardens, Australia
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AccBook Solutions is a small Aspendale Gardens, Australia-based Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Rowville, Australia
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CE Bookkeeping is a small Accounting company based in Rowville, Australia. Their services include Accounting.
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UndisclosedUndisclosed2 - 9San Diego, CA
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Founded in 1998, Janice Talleur, CPA is a small San Diego, California-based Accounting company. Their team focuses on Accounting.
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UndisclosedUndisclosed2 - 9San Diego, CA
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Silberman Langner Associates is an Accounting company. Located in San Diego, California, the agency was founded in 1978. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Boronia, Australia
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ARROW BOOKKEEEPING is a Boronia, Australia-based Accounting company. Founded in 2015, the team provides Accounting.
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UndisclosedUndisclosed2 - 9San Diego, CA
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Hoffman & Associates is an Accounting company. They focus on Accounting and were established in 1979. The agency is located in San Diego, California.
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UndisclosedUndisclosed10 - 49Danville, VA
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Harris, Harvey, Neal & Co. LLP is an Accounting company. Their small team is in Danville, Virginia and Chatham, Virginia. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9McLean, VA
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O'Connor & Desmarais, P.C. Is an Accounting company. The McLean, Virginia-based agency was founded in 1983. Their services include Accounting.
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UndisclosedUndisclosed2 - 9San Diego, CA
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Accounting company Max And Pieters, Apc was launched in 1980. Based in San Diego, California, the team offers Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Williamsburg, VA
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Watson Mowry, PC is an Accounting company. They are in Williamsburg, Virginia, and their services include Accounting.
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UndisclosedUndisclosed2 - 9Croydon North, Australia
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Balancing Books Bookkeeping is an Accounting company. Based in Croydon North, Australia, the team provides Accounting.
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UndisclosedUndisclosed2 - 9San Diego, CA
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Robins & Associates is an Accounting company. They offer Accounting and Business Consulting and were established in 1980. The agency is in San Diego, California.
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UndisclosedUndisclosed2 - 9Chelsea, Australia
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In Chelsea, Australia, B&K Bookkeeping is a small Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9
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EXACT BAS AND BOOKKEEPING , a small Accounting company, is located in Kilsyth, Australia. Their services include Accounting.
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UndisclosedUndisclosed2 - 9San Diego, CA
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Founded in 2009, Steven L. Nartker, CPA is an Accounting company. The firm provides Accounting, and is small.
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UndisclosedUndisclosed2 - 9San Diego, CA
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Accounting company Paragon Accountants was launched in 2003. Headquartered in San Diego, California, the team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Virginia Beach, VA
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Richard H. Green, CPA, PC is a small Virginia Beach, Virginia-based Accounting company. The team focuses on Accounting.
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UndisclosedUndisclosed2 - 9San Diego, CA
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BD TAX & ACCOUNTING is an Accounting company. The team is in San Diego, California, and their services include Accounting.
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UndisclosedUndisclosed2 - 9San Diego, CA
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Oliva & Associates CPAs, APC is an Accounting company founded in 2018. The company specializes in Accounting and Business Consulting, and is small.
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UndisclosedUndisclosed2 - 9San Diego, CA
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Located in San Diego, California, Brent Hoag, MBA, CPA, APC is a small Accounting company. The team provides Accounting.
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UndisclosedUndisclosed2 - 9San Diego, CA
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Stacy L. Otto, CPA, an Accounting company, is in San Diego, California. Their services include Accounting.
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UndisclosedUndisclosed2 - 9San Diego, CA
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Accounting company Craig V. Castanos CPA/CFP is in San Diego, California. They offer Accounting and were launched in 1992.
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UndisclosedUndisclosed2 - 9San Diego, CA
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Wilson & Associates, CPAs is a San Diego, California-based Business Consulting company. Established in 1983, the team focuses on Business Consulting and Accounting.
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UndisclosedUndisclosed2 - 9San Diego, CA
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Shapiro & Co., An Accountancy Corporation is an Accounting company. Based in San Diego, California, the agency provides Accounting.
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UndisclosedUndisclosed2 - 9San Diego, CA
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Pacific Beach Tax Center is an Accounting company. The San Diego, California-based team specializes in Accounting.
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UndisclosedUndisclosed10 - 49Greenwood, MS
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Orsborn, Sutphen, & O'Neal, P.A. Is an Accounting company. Their team is headquartered in Greenwood, Mississippi. The company specializes in Accounting.
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UndisclosedUndisclosed10 - 49Meridian, MS
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Rea, Shaw, Giffin & Stuart, LLP, an Accounting company, was founded in 1935. The small team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Magee, MS
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Small Accounting company Prince CPA Firm, PLLC, is based in Magee, Mississippi. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Mickleham, Australia
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Accounting company Amber Business Support was founded in 2011. The team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Tupelo, MS
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Moore & Moore, P.C., Certified Public Accountants is an Accounting company. They are in Tupelo, Mississippi and have small team. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Cheltenham, Australia
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Straight Forward Accounting Solutions is an Accounting company. The small Cheltenham, Australia-based team specializes in Accounting. The company was founded in 2015.
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UndisclosedUndisclosed2 - 9Columbia, MS
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Launched in 1986, Nicholson & Co. Is a small Accounting company based in Columbia, Mississippi. Their team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Upper Ferntree Gully, Australia
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Established in 2017, OAK Business Services, a small Accounting company, is in Upper Ferntree Gully, Australia. 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.