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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Shedden Universal Bookkeeping is a small Accounting company headquartered in Traralgon, Australia. The team specializes in Accounting.
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UndisclosedUndisclosed10 - 49Canterbury, Australia
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Accounting company Trident Financial Group was founded in 2017. Located in Canterbury, Australia, the team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Mildura, Australia
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JADE Professional is an Accounting company. Founded in 2016, the company is located in Mildura, Australia. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Somerville, Australia
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Rad Bookkeeping, an Accounting company, focus on Accounting. They were established in 2000.
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UndisclosedUndisclosed2 - 9Box Hill, Australia
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LCP Business Partners, a small Accounting company, is based in Box Hill, Australia. The team focuses on Accounting.
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UndisclosedUndisclosed10 - 49Melbourne, Australia
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Top Class Accounts is a Melbourne, Australia-based Accounting company. They offer Accounting and Corporate Training & Coaching and were established in 2007.
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UndisclosedUndisclosed10 - 49Rowville, Australia
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Founded in 2007, Hayes Girling Financial, a small Accounting company, is in Rowville, Australia. Their team focuses on Accounting.
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Established in 2000, Western Port Bookkeeping is an Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Lilydale, Australia
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Wise Owl Accountants is an Accounting company. Their small team is headquartered in Lilydale, Australia. Their team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Frankston, Australia
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Carr Barnett Accountants is a small Accounting company based in Frankston, Australia. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Woodend, Australia
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Riverwood Group is a small Woodend, Australia-based Accounting company. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Bendigo, Australia
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Located in Bendigo, Australia, VMG Accounting is a small Accounting company. The team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Mechanicsville, VA
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Based in Mechanicsville, Virginia, The Carmack Company is a small Accounting company. The team offers Accounting.
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UndisclosedUndisclosed2 - 9Chesapeake, VA
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Established in 1984, Moss & Associates, PC is a small Accounting company. Their team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Richmond, VA
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Harris, Hardy & Johnstone, PC is an Accounting and Finance & Accounting Outsourcing (FAO) company. Founded in 1990, their team specializes in Accounting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed2 - 9San Diego, CA
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Jeffery D. Porter, CPA - Forensic Accounting is an Accounting company. Located in San Diego, California, the agency was launched in 1997. Their team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Manassas, VA
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McDemus CPA is an Accounting company. They were established in 2005 and offer Accounting.
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UndisclosedUndisclosed2 - 9Charlottesville, VA
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Hostetler Stott CPA is a small Accounting company headquartered in Charlottesville, Virginia. The team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Caulfield North, Australia
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Business Books Management is an Accounting company. The small Caulfield North, Australia-based team offers Accounting. The company was founded in 2002.
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UndisclosedUndisclosed2 - 9San Diego, CA
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MURRILL & GERBINO, LLP is an Accounting company. Their small team is based in San Diego, California and focuses on Accounting and Business Consulting. The company was established in 1983.
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UndisclosedUndisclosed2 - 9Wodonga, Australia
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Vivid Accountants & Advisers is an Accounting company. They were established in 1985 and specialize in Accounting.
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UndisclosedUndisclosed2 - 9Elsternwick, Australia
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Bookkeeping Concepts, an Accounting company, was founded in 2004. The team provides Accounting.
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UndisclosedUndisclosed2 - 9Heidelberg, Australia
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Small Accounting company Exact Bookkeeping Services Australia, is located in Heidelberg, Australia. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Footscray, Australia
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Daniel Nguyen & Associates is a Footscray, Australia-based Accounting company. They specialize in Accounting and Business Consulting and were launched in 2011.
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Accounts Plus Wyndham is a small Werribee , Australia-based Accounting company. The team provides Accounting.
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UndisclosedUndisclosed2 - 9Honesdale, PA
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Based in Honesdale, Pennsylvania, Beck, Gogolski, Poska & Co., Inc. Is a small Accounting company. The team offers Accounting.
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UndisclosedUndisclosed2 - 9Manheim, PA
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Eric B. Phillips CPA is an Accounting company. They specialize in Accounting and were founded in 1991. The agency is based in Manheim, Pennsylvania.
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UndisclosedUndisclosed2 - 9Heidelberg, Australia
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Small Accounting company Heidelberg Business Solutions, is in Heidelberg, Australia. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Melbourne, Australia
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Small Accounting company Rejman Bookkeeping, is located in Melbourne, Australia. The team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9San Diego, CA
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Gary M. Zweig, CPA is an Accounting company. The San Diego, California-based agency offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Langwarrin, Australia
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J Hesketh Bookkeeping Solutions is an Accounting company. They are located in Langwarrin, Australia and have small team. Their services include Accounting and Corporate Training & Coaching.
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UndisclosedUndisclosed2 - 9San Diego, CA
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Carey & Raicevic CPAs, Inc. Is an Accounting company established in 1987. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Brighton East, Australia
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Prestige SME, an Accounting company, was established in 2015. The company provides Accounting.
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UndisclosedUndisclosed10 - 49North Geelong, Australia
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West Carr & Harvey is an Accounting company. The company is in North Geelong, Australia. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Belmont, Australia
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Spinell, a small Accounting and Business Consulting company, is headquartered in Belmont, Australia. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Hawthorn, Australia
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David Kew & Associates is an Accounting and Business Consulting company. They are based in Hawthorn, Australia and have small team. Their team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Altona North, Australia
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CCPL Bookkeeping Services is an Accounting company. They are based in Altona North, Australia and have small team. Their services include Accounting.
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UndisclosedUndisclosed50 - 249Blackburn South, Australia
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Bizally is an Accounting company located in Blackburn South, Australia. They specialize in Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Melbourne, Australia
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Build Growth, a small Accounting company, is based in Melbourne, Australia. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Sandringham, Australia
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Small b Accounts is a small Accounting company headquartered in Sandringham, Australia. The team provides Accounting.
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UndisclosedUndisclosed2 - 9Knoxfield, Australia
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Located in Knoxfield, Australia, Nantasa Accounting is a small Accounting company. The team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Scoresby, Australia
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Established in 1994, Boutique Accounts is an Accounting company. The team offers Accounting and is in Scoresby, Australia.
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UndisclosedUndisclosed2 - 9Cranbourne, Australia
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MPC Consolidated Pty Ltd is a small Cranbourne, Australia-based Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9San Diego, CA
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Accounting company Ariel A. Javier, A Professional Corporation was launched in 2009. Located in San Diego, California, the team offers Accounting.
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UndisclosedUndisclosed2 - 9Ivanhoe East, Australia
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Julie Redmond is a small Ivanhoe East, Australia-based Accounting company. The team provides Accounting.
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UndisclosedUndisclosed10 - 49Sale, Australia
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Small Accounting company Conway Accounting, is headquartered in Sale, Australia. The team provides Accounting.
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UndisclosedUndisclosed2 - 9St Albans, Australia
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Anthony Gigacz & Associates is an Accounting company. They are located in St Albans, Australia and have small team. Their team offers Accounting.
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UndisclosedUndisclosed10 - 49Bendigo, Australia
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Allan Accounting & Tax Solutions is an Accounting company. The Bendigo, Australia-based team specializes in Accounting.
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UndisclosedUndisclosed2 - 9San Diego, CA
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Proko, Uribe & Maynard, LLP is an Accounting company established in 1992. The team specializes in Accounting and is based in San Diego, California.
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UndisclosedUndisclosed10 - 49Ballarat Central, Australia
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Richard Start Accountants is an Accounting company launched in 2000. The agency focuses on Accounting, and is small.
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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.