Top Financial Services Firms
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$50,000+$200 - $300 / hr10 - 49Bee Cave, TXServices provided
See all 7 projectsCSTMR is a digital marketing agency specializing in branding, web development, and fintech marketing strategies. Their reviews reflect a high level of satisfaction, with 100% of clients impressed by their deep industry knowledge and responsive project management. Clients frequently commend CSTMR's ability to deliver on time and their strategic approach to content and SEO, highlighting a seamless integration into client teams for successful project outcomes.
$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 - 9Mount Taylor, Australia
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Office Overboard! is an Accounting company. They are in Mount Taylor, Australia and have small team. Their services include Accounting and Corporate Training & Coaching.
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UndisclosedUndisclosed2 - 9Mount Martha, Australia
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Your Tax Matters is an Accounting company. Their small team is in Mount Martha, Australia. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Pontotoc, MS
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John M Lauderdale, CPA, PA is a small Accounting company. Launched in 1981, the team offers Accounting.
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UndisclosedUndisclosed2 - 9Preston, Australia
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Accounting company Dundee Agelis and Associates was founded in 1998. The agency specializes in Accounting, and is small.
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UndisclosedUndisclosed10 - 49Starkville, MS
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Kelly Cutshall, CPA, PLLC is an Accounting company. They were launched in 2006 and specialize in Accounting.
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UndisclosedUndisclosed2 - 9Rowville, Australia
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Established in 2000, AllPoints Accounting , a small Accounting company, is based in Rowville, Australia. Their team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Melbourne, Australia
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YML Group Melbourne is an Accounting company. Headquartered in Melbourne, Australia, their team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Madison, MS
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Collins, Barr & Hembree, Ltd. Is a small Madison, Mississippi-based Accounting company. The team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Mount Waverley, Australia
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In Mount Waverley, Australia, George Sparis & Associates is a small Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Moonee Ponds, Australia
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Warren Bookkeeping is a small Moonee Ponds, Australia-based Accounting company. The team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Noble Park, Australia
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William G Green & Associates, a small Accounting company, is based in Noble Park, Australia. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Elwood, Australia
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Lord Bookkeeping, a small Accounting company, is headquartered in Elwood, Australia. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Leongatha, Australia
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MJA Accounting is an Accounting company founded in 1949. The company provides Accounting, and is small.
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UndisclosedUndisclosed2 - 9Preston, Australia
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Northern Bookkeeping and BAS Services, a small Accounting company, is headquartered in Preston, Australia. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Brunswick East, Australia
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Established in 1999, Peterson Group, a small Accounting company, is headquartered in Brunswick East, Australia. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49
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Launched in 2007, Top Bookkeepers is an Accounting company. The team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Hawthorn, Australia
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Carrazzo Consulting is an Accounting company. The Hawthorn, Australia-based agency was founded in 1997. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Fairfax, VA
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Roberta Krais PLLC, an Accounting company, was launched in 2008. The small team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Glen Huntly, Australia
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Busy Bulls Bookkeeping is a small Accounting company in Glen Huntly, Australia. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Richmond, VA
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Founded in 2002, Garner, Adams & Associates, PLLC, a small Accounting company, is based in Richmond, Virginia. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Foster, Australia
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Duesburys Gippsland Accountants is an Accounting company. The team is headquartered in Foster, Australia, and their services include Accounting.
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UndisclosedUndisclosed10 - 49Bundoora, Australia
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LSKS is an Accounting company. The team specializes in Accounting and is located in Bundoora, Australia.
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UndisclosedUndisclosed10 - 49الدوحة, Qatar
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Mazars Ahmed Tawfik & Co. CPA, a small Accounting company, is located in الدوحة, Qatar. Their services include Accounting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed2 - 9Pakenham, Australia
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Mobile Tax & Accounting Solutions is an Accounting company. Their small team is based in Pakenham, Australia. Their team offers Accounting.
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UndisclosedUndisclosed2 - 9Cobram, Australia
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Stress Free Administration, a small Accounting company, is based in Cobram, Australia. The team offers Accounting and Staffing.
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UndisclosedUndisclosed2 - 9Bairnsdale, Australia
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Small Accounting company EG BAS Agents PLUS, is in Bairnsdale, Australia. Their services include Accounting and Corporate Training & Coaching.
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UndisclosedUndisclosed2 - 9Haven, Australia
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Small Accounting company gdfoster , is based in Haven, Australia. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Brunswick, Australia
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SHAPED BUSINESS SERVICES is a small Brunswick, Australia-based Accounting company. The team provides Accounting and Corporate Training & Coaching.
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UndisclosedUndisclosed2 - 9Lower Plenty, Australia
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Colville Williams & Co is an Accounting company. The Lower Plenty, Australia-based team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Malvern, Australia
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Wealthpath Accountants, a small Accounting company, is located in Malvern, Australia. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Lynchburg, VA
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Davidson, Doyle & Hilton, LLP is an Accounting company. They are located in Lynchburg, Virginia and have small team. They offer Accounting.
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UndisclosedUndisclosed2 - 9Williamsburg, VA
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Haag & Hill, P.C. Is a small Accounting company based in Williamsburg, Virginia. The team provides Accounting.
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UndisclosedUndisclosed2 - 9Waukesha, WI
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Broesch & Co. Is an Accounting company. Their small team is headquartered in Waukesha, Wisconsin. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Green Bay, WI
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Batley CPA is an Accounting company. Their small team is located in Green Bay, Wisconsin. Their services include Accounting.
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UndisclosedUndisclosed50 - 249Brookfield, WI
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Vrakas CPAs + Advisors is an Accounting company based in Brookfield, Wisconsin. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Middleton, WI
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Launched in 2000, Broyles & Company CPAs is a small Accounting company. Their services include Accounting.
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UndisclosedUndisclosed10 - 49West Allis, WI
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Feld, Schumacher & Company, LLP is an Accounting company. Their team is based in West Allis, Wisconsin. The firm focuses on Accounting.
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UndisclosedUndisclosed2 - 9Kenosha, WI
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Tirabassi, Felland & Clark, LLC, a small Accounting company, is in Kenosha, Wisconsin. The team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Gladstone Park, Australia
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Leomar Bookkeeping Services is an Accounting company. Their small team is headquartered in Gladstone Park, Australia. Their team focuses on Accounting.
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UndisclosedUndisclosed10 - 49Dandenong, Australia
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Located in Dandenong, Australia, KPG TAXATION is a small Accounting company. The team provides Accounting.
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UndisclosedUndisclosed2 - 9Boronia, Australia
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NP Accounting is a small Boronia, Australia-based Accounting company. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Mill Park, Australia
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Small Accounting company BPS AUSTRALIA, is headquartered in Mill Park, Australia. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Port Melbourne, Australia
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In Port Melbourne, Australia, Austens is a small Accounting company. The team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Richmond, Australia
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McNamara & Company is an Accounting company. The Richmond, Australia-based agency provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Altona North, Australia
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Established in 2000, Inform Business Accounting, a small Accounting company, is headquartered in Altona North, Australia. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Jersey City, NJ
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AD Sharma CPA is an Accounting company. Launched in 2015, the team focuses on Accounting. The firm is in Jersey City, New Jersey.
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UndisclosedUndisclosed2 - 9
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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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List of the Top 15 Financial Services Companies
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$1,000+< $25 / hr250 - 999New York, NY
Ability to deliver
38.2/40.018.6/20 Reviews10/10 Clients & Experience9.6/10 Market PresenceService focus
25% Accounting75% Other -
UndisclosedUndisclosed10 - 49San Francisco, CA
Ability to deliver
37.7/40.019/20 Reviews8.9/10 Clients & Experience9.8/10 Market PresenceService focus
10% Financial Advising & Planning90% Other -
Undisclosed$100 - $149 / hr50 - 249Walnut, CA
Ability to deliver
37.6/40.017.6/20 Reviews10/10 Clients & Experience10/10 Market PresenceService focus
30% Accounting70% Other -
$5,000+$200 - $300 / hr10 - 49Allentown, PA
Ability to deliver
37.4/40.017.8/20 Reviews10/10 Clients & Experience9.6/10 Market PresenceService focus
20% Accounting80% 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 -
UndisclosedUndisclosed50 - 249Atlanta, GA
Ability to deliver
36.4/40.017/20 Reviews9.6/10 Clients & Experience9.8/10 Market PresenceService focus
30% Accounting70% Other -
$25,000+$25 - $49 / hr1,000 - 9,999San Francisco, CA
Ability to deliver
36.2/40.020/20 Reviews8.7/10 Clients & Experience7.5/10 Market PresenceService focus
10% Accounting90% Other -
$1,000+< $25 / hr1,000 - 9,999San Juan, Puerto Rico
Ability to deliver
35.9/40.016.8/20 Reviews10/10 Clients & Experience9.2/10 Market PresenceService focus
90% Accounting10% Other -
$10,000+$50 - $99 / hr1,000 - 9,999Istanbul, Türkiye
Ability to deliver
35.9/40.016.6/20 Reviews9.3/10 Clients & Experience10/10 Market PresenceService focus
10% Accounting90% 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 - 999Pasig, Philippines
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
34.1/40.016.8/20 Reviews8/10 Clients & Experience9.3/10 Market PresenceService focus
50% Accounting50% Other -
$5,000+$100 - $149 / hr10 - 49San Diego, CA
Ability to deliver
34/40.017.4/20 Reviews7.6/10 Clients & Experience9/10 Market PresenceService focus
30% Accounting70% Other -
$1,000+$50 - $99 / hr10 - 49London, England
Ability to deliver
33.9/40.017/20 Reviews7.6/10 Clients & Experience9.2/10 Market PresenceService focus
10% Accounting90% 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 -
UndisclosedUndisclosed50 - 249San Jose, CA
Ability to deliver
33.8/40.019.4/20 Reviews4.9/10 Clients & Experience9.5/10 Market PresenceService focus
40% Accounting60% 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 -
UndisclosedUndisclosed10 - 49Londonderry, NH
Ability to deliver
32.9/40.018.8/20 Reviews6.9/10 Clients & Experience7.2/10 Market PresenceService focus
80% Accounting20% Other -
UndisclosedUndisclosed250 - 999Indianapolis, IN
Ability to deliver
32.7/40.018.6/20 Reviews8.8/10 Clients & Experience5.3/10 Market PresenceService focus
10% Accounting90% 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 -
UndisclosedUndisclosed50 - 249Dubai, United Arab Emirates
Ability to deliver
32.5/40.017.4/20 Reviews8.1/10 Clients & Experience7/10 Market PresenceService focus
45% Accounting5% Financial Advising & Planning50% 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 -
UndisclosedUndisclosed50 - 249San Francisco, CA
Ability to deliver
32.2/40.016.2/20 Reviews9/10 Clients & Experience6.9/10 Market PresenceService focus
45% Accounting55% Other -
$1,000+$25 - $49 / hr50 - 249Dubai, United Arab Emirates
Ability to deliver
32.1/40.018.4/20 Reviews6.6/10 Clients & Experience7.1/10 Market PresenceService focus
60% Accounting40% Other -
$1,000+$100 - $149 / hr50 - 249Vaughan, Canada
Ability to deliver
32.1/40.016.4/20 Reviews8.9/10 Clients & Experience6.8/10 Market PresenceService focus
60% Accounting40% 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 - 249Dallas, TX
Ability to deliver
32/40.016.4/20 Reviews8.3/10 Clients & Experience7.3/10 Market PresenceService focus
80% Accounting20% 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
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.