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 - 9Anaheim, CA
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NumbersPros is an Accounting company located in Anaheim, California. They offer Accounting and Business Consulting and were established in 2016.
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UndisclosedUndisclosed10 - 49Coburg, Australia
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Crawshay Consultants is a small Accounting company headquartered in Coburg, Australia. The team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Atlanta, GA
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Founded in 2008, NovaCrest LLC is a small Atlanta, Georgia-based Accounting company. Their team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Anaheim, CA
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Accounting & Bookkeeping Prof. Inc is a small Accounting company headquartered in Anaheim, California. The team focuses on Accounting.
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UndisclosedUndisclosed2 - 9
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Express Payroll Services is a small Croydon South , Australia-based Accounting company. The team provides Accounting.
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UndisclosedUndisclosed2 - 9Anaheim, CA
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Established in 1986, Accounting Offices of Elizabeth Bilinski, CPA, a small Accounting company, is based in Anaheim, California. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Anaheim, CA
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Kevin M. Farley, CPA is a small Anaheim, California-based Accounting company. The team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Gloucester, MA
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Small Accounting company Mitchell CPA's Advisors PC, is headquartered in Gloucester, Massachusetts. Their services include Accounting.
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UndisclosedUndisclosed50 - 249Birmingham, England
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Accounting company Siamo Group is based in Birmingham, England. Founded in 1984, the team specializes in Accounting and Staffing.
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UndisclosedUndisclosed2 - 9Anaheim, CA
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Accounting company A Shah & Associates was founded in 1995. The small team offers Accounting.
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UndisclosedUndisclosed2 - 9Wangi Wangi, Australia
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Newcastle Business Support is a small Wangi Wangi, Australia-based Accounting company. The team offers Accounting.
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UndisclosedUndisclosed10 - 49Townsville, Australia
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Small Accounting company Blue Chip Bookkeeping, is based in Townsville, Australia and Maitland, Australia. The team provides Accounting.
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UndisclosedUndisclosed2 - 9Anaheim, CA
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Founded in 2009, Hassan Rashwan CPA is an Accounting company. Their team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Anaheim, CA
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Scott Hukriede, CPA is an Accounting company launched in 2011. Headquartered in Anaheim, California, the team offers Accounting.
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UndisclosedUndisclosed2 - 9Anaheim, CA
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Adi & Associates CPA is an Accounting company launched in 2014. Their team provides Accounting.
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UndisclosedUndisclosed2 - 9Orange, CA
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Wiegel, Szekel & Frisby is an Accounting company. Their team is in Orange, California. The company focuses on Accounting.
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UndisclosedUndisclosed2 - 9Anaheim, CA
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LGH Consulting, Inc. Is an Accounting company. Established in 1977, the team offers Accounting.
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UndisclosedUndisclosed2 - 9Anaheim, CA
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Azling & Associates an Accountancy Corporation is a small Accounting company established in 1997. Their team focuses on Accounting.
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UndisclosedUndisclosed10 - 49Anaheim, CA
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Headquartered in Anaheim, California, EMA Accounting, Inc. Is a small Accounting company. The team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Downey, CA
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Launched in 1971, Strayer Saylors & Associates, Inc. Is a small Downey, California-based Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Cypress, CA
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Stephen V. Prichard CPA is a small Accounting company. Founded in 2002, the team offers Accounting.
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UndisclosedUndisclosed2 - 9Anaheim, CA
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Nordstrom Consulting Group, Inc. Is an Accounting company. The agency is in Anaheim, California. Their team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Rochester, MN
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Strategic Tax and Retirement is an Accounting company. They offer Accounting and are headquartered in Rochester, Minnesota.
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UndisclosedUndisclosed2 - 9Moss Vale, Australia
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Peace of Mind Accounts is an Accounting company. Headquartered in Moss Vale, Australia, the firm specializes in Accounting.
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UndisclosedUndisclosed2 - 9Rochester, MN
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Launched in 2014, MedCity Consulting is a small Accounting company based in Rochester, Minnesota. Their team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Shakopee, MN
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Menden Accounting & Tax Service is an Accounting company. Based in Shakopee, Minnesota, the company was founded in 1998. Their team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Vincentia, Australia
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Small Accounting company Booksmart Bookkeeping Solutions, is headquartered in Vincentia, Australia. The team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Minto, Australia
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GMH Consulting is a small Minto, Australia-based Accounting company. The team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Arncliffe, Australia
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THE ART OF NUMBERS is a small Accounting company headquartered in Arncliffe, Australia. The team provides Accounting.
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UndisclosedUndisclosed2 - 9Melbourne, Australia
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Numbers Talk , a small Accounting company, is in Melbourne, Australia. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Eden Prairie, MN
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D.C. Schluter, Ltd. Is an Accounting company. They are located in Eden Prairie, Minnesota and have small team. They focus on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Carnegie, Australia
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Auturn Accounting & Consulting is a small Accounting company in Carnegie, Australia. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Melbourne, Australia
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Founded in 2016, ANG Partners Australia, a small Accounting company, is based in Melbourne, Australia. Their team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Moonee Ponds, Australia
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Estifo Chartered Accountants and Advisors is an Accounting company. They are located in Moonee Ponds, Australia and have small team. Their team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Melbourne, Australia
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Paxinos and Habash is an Accounting company. They are based in Melbourne, Australia and have small team. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Melbourne, Australia
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In Melbourne, Australia, Midsun Business Solutions is a small Accounting company. Their services include Accounting.
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UndisclosedUndisclosed50 - 249Golden Valley, MN
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Orion Associates is an Accounting company. Their team is headquartered in Golden Valley, Minnesota and specializes in Accounting and Recruiting.
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UndisclosedUndisclosed10 - 49Docklands, Australia
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One Minute Tax is a small Docklands, Australia-based Accounting company. The team focuses on Accounting.
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UndisclosedUndisclosed10 - 49Carlton, Australia
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Founded in 2016, Qubed Advisory is an Accounting company. In Carlton, Australia, the team offers Accounting.
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UndisclosedUndisclosed50 - 249Docklands, Australia
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Enspira Financial is an Accounting company. The team is headquartered in Docklands, Australia, and their services include Accounting.
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UndisclosedUndisclosed2 - 9Anaheim, CA
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Founded in 2002, Simons Accountancy Corporation is a small Accounting company. Their team focuses on Accounting.
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$1,000+Undisclosed50 - 249Lutherville-Timonium, MD
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KatzAbosch is an Accounting company. Their midsize team is headquartered in Lutherville-Timonium, Maryland and offers Accounting and Business Consulting. The company was launched in 1969.
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UndisclosedUndisclosed50 - 249Elkton, MD
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Weyrich, Cronin & Sorra, LLC, an Accounting company, is headquartered in Elkton, Maryland. They specialize in Accounting and were established in 1979.
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UndisclosedUndisclosed10 - 49La Plata, MD
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Askey, Askey & Associates, CPA, LLC is an Accounting company launched in 1996. The company provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Wyoming, Australia
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CONNECTIVE ACCOUNTING is an Accounting company. They are headquartered in Wyoming, Australia and have small team. Their team focuses on Accounting.
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UndisclosedUndisclosed10 - 49Vallensbæk Strand, Denmark
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Flexkapacitet ApS is a small Accounting company based in Vallensbæk Strand, Denmark. The team provides Accounting and Customer Service Outsourcing.
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UndisclosedUndisclosed2 - 9Upper Saddle River, NJ
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Bluekeeping Corp is an Accounting company located in Upper Saddle River, New Jersey. The team provides Accounting.
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UndisclosedUndisclosed2 - 9Hazlet, NJ
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Donofrio Inc. Is a small Hazlet, New Jersey-based Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Edison, NJ
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Urbach & Avraham, CPAs, LLP is an Accounting company. In Edison, New Jersey, the firm was launched in 1991. Their team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Hanover, NJ
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The Tax Savant LLC is a small Hanover, New Jersey-based Accounting company. Their services include 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.