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 - 9Fullerton, CA
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Established in 1994, Donovan L. Anderson, CPA is an Accounting company. The small team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Fayetteville, GA
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WDH Business Consultants, LLC is an Accounting company. They focus on Accounting and Business Consulting and were launched in 2009. The company is located in Fayetteville, Georgia.
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UndisclosedUndisclosed2 - 9Franklin, WI
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Accounting company Victory Creek Accounting was founded in 2008. The agency provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Middleton, WI
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Maier CPA LLC is an Accounting company. Their small team is located in Middleton, Wisconsin. Their team provides Accounting.
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UndisclosedUndisclosed2 - 9Newnan, GA
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Small Accounting company The McClendon Group, CPA, PC, is located in Newnan, Georgia. The team provides Accounting and Business Consulting.
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UndisclosedUndisclosedFreelancerKiel, WI
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Fromm Accounting LLC is an Accounting company. The team focuses on Accounting, and the company is headquartered in Kiel, Wisconsin.
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UndisclosedUndisclosed2 - 9Oconomowoc, WI
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Groth Accounting and Investments, an Accounting company, was launched in 2009. They provides Accounting.
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UndisclosedUndisclosed10 - 49Fayetteville, GA
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Accounting company Brumlow & Company P.C. Was founded in 1992. The small team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Sun Prairie, WI
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Located in Sun Prairie, Wisconsin, Sun Prairie Tax & Accounting is a small Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Burlington, WI
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Based in Burlington, Wisconsin, Kevin P Schuerman CPA is a small Accounting company. The team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Fayetteville, GA
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Best Services Unlimited, LLC is an Accounting company founded in 2006. The team offers Accounting and is located in Fayetteville, Georgia.
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UndisclosedUndisclosed2 - 9New Berlin, WI
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Eschner Accounting and Tax Service LLC is an Accounting company. The company is located in New Berlin, Wisconsin. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Monona, WI
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DMA Tax & Accounting is a small Monona, Wisconsin-based Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Oshkosh, WI
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Rohan Meier & Morgan is an Accounting company. They were founded in 1971 and provide Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Fond du Lac, WI
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Huberty is a Business Consulting company. They were founded in 1981 and provide Business Consulting and Accounting.
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UndisclosedUndisclosed2 - 9Sun Prairie, WI
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Launched in 2011, Full Spectrum Solutions LLC is an Accounting company. The team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Ripon, WI
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Launched in 2009, KSF CPA Services LLC is an Accounting company. The small team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Milwaukee, WI
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KP Accounting & Tax Service LLC, a small Accounting company, is headquartered in Milwaukee, Wisconsin. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Grafton, WI
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Donahue & Associates LLC, a small Accounting company, is based in Grafton, Wisconsin. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Mauston, WI
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Small Accounting company Lutz Tax & Accounting, Inc., is based in Mauston, Wisconsin. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Menomonee Falls, WI
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Farrow & Associates, LLC is an Accounting company. The Menomonee Falls, Wisconsin-based team offers Accounting.
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UndisclosedUndisclosed2 - 9Fullerton, CA
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Founded in 1991, Suzanne Linn, Certified Public Accountant is an Accounting company. The company provides Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Brea, CA
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Anthony and Associates, CPA's, an Accounting company, focuses on Accounting. The company is in Brea, California.
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UndisclosedUndisclosed10 - 49Hurstville, Australia
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Tax Plus Accountants is an Accounting company. They are based in Hurstville, Australia and Edmondson Park, Australia and have small team. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Melbourne, Australia
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TST partners is an Accounting company. The Melbourne, Australia-based agency was established in 1988. Their team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9
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MissBooks Bookkeeping is a Hoxton Park, Australia-based Accounting company. Founded in 2006, the team offers Accounting.
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UndisclosedUndisclosed50 - 249Doreen, Australia
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Based in Doreen, Australia and Montmorency, Australia, C&H Accounting Group is a midsize Accounting company. The team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Zetland, Australia
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Bean Keepers Australia is an Accounting company. They are headquartered in Zetland, Australia. Their team provides Accounting.
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UndisclosedUndisclosed10 - 49Epping, Australia
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CP Partners is a small Epping, Australia-based Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Wodonga, Australia
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AIIM Financial Services is a Wodonga, Australia-based Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Pendle Hill, Australia
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786 Bookkeeping is a small Pendle Hill, Australia-based Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Concord, NH
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Business Finance Authority is an Accounting company. Their small team is based in Concord, New Hampshire. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Drummoyne, Australia
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Small Accounting company Tenet Business Engineering, is headquartered in Drummoyne, Australia. The team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Fairfield, Australia
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John Mollica & Associates is a small Fairfield, Australia-based Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed50 - 249Randwick, Australia
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Ascendum Business Services is an Accounting company established in 2019. Their team specializes in Accounting.
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UndisclosedUndisclosed10 - 49Melbourne, Australia
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SACC Group is a small Melbourne, Australia-based Accounting company. The team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Fullerton, CA
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Launched in 2008, THE TAX PLACE, a small Accounting company, is located in Fullerton, California. Their team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Carrum Downs, Australia
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Located in Carrum Downs, Australia, MCA Accountants is a small Accounting company. The team focuses on Accounting.
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UndisclosedUndisclosed250 - 999San Francisco, Costa Rica
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Located in San Francisco, Costa Rica, DO Gestión de Talento is a Staffing company. They focus on Staffing and HR Consulting and were established in 2000.
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UndisclosedUndisclosed2 - 9Hampton, NH
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Raymond E Jeffs, CPA, PLLC, an Accounting company, was established in 1993. They focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Malvern East, Australia
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Geoffrey Cliff & Associates is a small Accounting company located in Malvern East, Australia. Their services include Accounting.
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UndisclosedUndisclosed10 - 49San Rafael de Escazú, Costa Rica
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Small Accounting company Job Solutions LATAM, is in San Rafael de Escazú, Costa Rica. Their services include Accounting and Staffing.
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UndisclosedUndisclosed2 - 9Anaheim, CA
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J Morris & Company is an Accounting company. Their team is headquartered in Anaheim, California. The agency specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Camberwell, Australia
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Small Accounting company GFM Gruchy Accounting, is based in Camberwell, Australia. The team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Keilor East, Australia
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Jelenic & Co is a small Keilor East, Australia-based Accounting company. The team specializes in Accounting.
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UndisclosedUndisclosed2 - 9
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ACTIVE NUMBERS, a small Accounting company, is headquartered in Coogee , Australia. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Mernda, Australia
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Christine Lee Mobile Tax Agent, a small Accounting company, is in Mernda, Australia. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Mascot, Australia
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PARAMITA Bookkeeping is a small Accounting company based in Mascot, Australia. The team specializes in Accounting.
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UndisclosedUndisclosed2 - 9
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Located in Marrickville , Australia, EXPERT ACCOUNTING is a small Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Moonee Ponds, Australia
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HeadStart Tax & Accounting Services is an Accounting company. They are located in Moonee Ponds, Australia and have small team. Their team focuses on 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.