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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UndisclosedUndisclosed10 - 49Hamilton, Australia
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Headquartered in Hamilton, Australia, Kimjoyce is a small Accounting company. The team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Gisborne, Australia
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Gisborne Accounting, an Accounting company, is headquartered in Gisborne, Australia. They offer Accounting and were established in 2000.
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UndisclosedUndisclosed10 - 49Melbourne, Australia
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Based in Melbourne, Australia and Newtown, Australia, Lifewealth Group is an Accounting and Business Consulting company. They focus on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9San Diego, CA
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Miramar MBA Financial Services is an Accounting company. They focus on Accounting and Business Consulting and were founded in 2008. The agency is in San Diego, California.
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UndisclosedUndisclosed10 - 49McKinnon, Australia
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Located in McKinnon, Australia, Private Wealth Accountants is a small Accounting and Business Consulting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9San Diego, CA
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Lauer, Georgatos & Covel, APC is an Accounting company established in 1985. Based in San Diego, California, the team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed50 - 249Dandenong, Australia
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R J Sanderson & Associates is an Accounting company launched in 1993. The agency provides Accounting and Business Consulting, and is midsize.
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UndisclosedUndisclosed2 - 9Frankston, Australia
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ARTM Accounting is a small Frankston, Australia-based Accounting company. The team offers Accounting.
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UndisclosedUndisclosed2 - 9San Diego, CA
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MICHAEL MCEWEN, MBA, CPA, CFF is an Accounting company. They are headquartered in San Diego, California and have small team. Their team specializes in Accounting.
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UndisclosedUndisclosed50 - 249Moorabbin, Australia
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AB Phillips is an Accounting company founded in 1975. Their team focuses on Accounting.
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UndisclosedUndisclosed10 - 49Warrnambool, Australia
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Silvan Ridge Business Advisers is an Accounting company. They are based in Warrnambool, Australia and have small team. Their team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9San Diego, CA
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Medina Enterprises a Tax Firm is an Accounting company. They are located in San Diego, California and have small team. Their team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Skokie, IL
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Strategic Tax Consultants, an Accounting company, was launched in 2001. The firm specializes in Accounting, and is small.
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UndisclosedUndisclosed10 - 49Mechanicsville, VA
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Rue & Associates is an Accounting company founded in 1983. The company specializes in Accounting and Business Consulting, and is small.
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UndisclosedUndisclosed2 - 9Narre Warren, Australia
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Portmin Accounting & Finance is a small Accounting company in Narre Warren, Australia. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Winchester, VA
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Fran E Taylor CPA PC, an Accounting company, was established in 2005. The company offers Accounting, and is small.
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UndisclosedUndisclosed2 - 9San Diego, CA
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McCraw, PLLC is a small San Diego, California-based Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Columbus, OH
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Flywheel Advertising, a small Advertising company, is located in Columbus, Ohio. The team offers Advertising and Branding.
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UndisclosedUndisclosed50 - 249Sale, Australia
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DMG Financial & DMG Financial Planning is an Accounting company. They were founded in 2001 and offer Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Londonderry, NH
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Accounting company BusinessCents was launched in 1998. The company specializes in Accounting and Business Consulting, and is small.
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UndisclosedUndisclosed2 - 9Virginia Beach, VA
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Based in Virginia Beach, Virginia, E. Wayne Bostain, CPA is a small Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9San Diego, CA
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Headquartered in San Diego, California, John J. Chan, CPA is a small Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9San Diego, CA
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ADACI is an Accounting company. Launched in 2009, their team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Sterling, VA
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Joan F. Clark, CPA PC is an Accounting company founded in 1985. The small team focuses on Accounting.
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UndisclosedUndisclosed2 - 9San Diego, CA
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Established in 1983, PSA - Professional Services Assoc. Is a small San Diego, California-based Accounting company. Their team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9San Marcos, CA
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Accounting Combat is an Accounting company. They specialize in Accounting and Business Consulting and were established in 2018. The company is based in San Marcos, California.
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UndisclosedUndisclosed2 - 9San Diego, CA
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Lazarus, Goldbarg & Associates LLP is an Accounting company. Their small team of employees is based in San Diego, California. Their team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Melbourne, Australia
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Headquartered in Melbourne, Australia, Servtac is an Accounting company. They focus on Accounting and were launched in 2008.
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UndisclosedUndisclosed10 - 49Melbourne, Australia
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Locmans Business Advisors is an Accounting company. They are headquartered in Melbourne, Australia, and their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Richmond, VA
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Christopher A. Enright, CPA, PLC is an Accounting company. The team focuses on Accounting and is located in Richmond, Virginia.
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UndisclosedUndisclosed10 - 49Ivanhoe, Australia
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A.M. Associates is a small Accounting company headquartered in Ivanhoe, Australia. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Alexandria, VA
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Headquartered in Alexandria, Virginia, Murphy & Associates LLC is a small Accounting company. The team offers Accounting.
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UndisclosedUndisclosed2 - 9Sydney, Australia
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Just Done is a small Accounting company in Sydney, Australia. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Fredericksburg, VA
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Frank B. Mitchell CPA, P.C. Is a small Accounting company headquartered in Fredericksburg, Virginia. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Melbourne, Australia
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Beyond Numbers Group is an Accounting company. The Melbourne, Australia-based team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9San Diego, CA
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Edwin Paul Simpson III is an Accounting company. Headquartered in San Diego, California, the firm was established in 1986. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Malvern, Australia
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Devlin & Co is an Accounting company. Their small team is located in Malvern, Australia. Their team provides Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Onalaska, WI
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JRM CPAs is an Accounting company. They are headquartered in Onalaska, Wisconsin and have small team. Their team offers Accounting.
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UndisclosedUndisclosedFreelancerDelafield, WI
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Alan Giuffre, S.C. Is a Delafield, Wisconsin-based Accounting company. The team offers Accounting.
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UndisclosedUndisclosed2 - 9Oshkosh, WI
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Hoeft Accountants, LLC. Is a small Accounting company headquartered in Oshkosh, Wisconsin. The team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Sheboygan, WI
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Begalke & Associates, LLC is an Accounting company. Their small team is based in Sheboygan, Wisconsin. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Green Bay, WI
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Based in Green Bay, Wisconsin, Pinnacle Consulting Group, LLC. Is a small Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Hartland, WI
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Small Accounting company H+P CPAs, is in Hartland, Wisconsin. The team provides Accounting.
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UndisclosedUndisclosed2 - 9Waukesha, WI
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Walkowicz, Boczkiewicz & Co is an Accounting company. Their small team is headquartered in Waukesha, Wisconsin. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Kennesaw, GA
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James Beddow, PC is an Accounting company located in Kennesaw, Georgia. Launched in 1996, the team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Albany, GA
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Located in Albany, Georgia, Clenney & Luke, PC is a small Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Waukesha, WI
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Spruce CPA, S.C., an Accounting company, was established in 2001. They focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Racine, WI
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Small Accounting company Felle & Associates, S.C., is based in Racine, Wisconsin. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49West Bend, WI
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Milkus, Trier & Company CPAs, an Accounting company, was founded in 1978. The agency focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Middleton, WI
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Launched in 1981, Meicher CPAs, LLP is an Accounting company. The company provides Accounting and Business Consulting, and is small.
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List of the Top 15 Financial Services Companies
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$25,000+$50 - $99 / hr50 - 249Gliwice, Poland
Ability to deliver
37.8/40.018/20 Reviews10/10 Clients & Experience9.8/10 Market PresenceService focus
10% Financial Advising & Planning90% Other -
$1,000+< $25 / hr250 - 999Coimbatore, India
Ability to deliver
37.8/40.018.2/20 Reviews10/10 Clients & Experience9.6/10 Market PresenceService focus
25% Accounting75% 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
37/40.017.4/20 Reviews10/10 Clients & Experience9.6/10 Market PresenceService focus
20% Accounting80% Other -
Undisclosed$200 - $300 / hr10 - 49New York, NY
Ability to deliver
36.8/40.017.2/20 Reviews10/10 Clients & Experience9.6/10 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 - 9,999
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+$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 / 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+< $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 -
$1,000+$50 - $99 / hr10 - 49
Ability to deliver
34.1/40.017.2/20 Reviews7.6/10 Clients & Experience9.2/10 Market PresenceService focus
10% Accounting90% Other -
UndisclosedUndisclosed50 - 249Syracuse, NY
Ability to deliver
34/40.017.6/20 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 -
$5,000+$100 - $149 / hr10 - 49
Ability to deliver
33.4/40.016.8/20 Reviews7.6/10 Clients & Experience9/10 Market PresenceService focus
30% Accounting70% Other -
$1,000+$100 - $149 / hr2 - 9Schaumburg, IL
Ability to deliver
32.9/40.016.4/20 Reviews9.2/10 Clients & Experience7.3/10 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 -
UndisclosedUndisclosed250 - 999Indianapolis, IN
Ability to deliver
32.5/40.018.2/20 Reviews8.8/10 Clients & Experience5.5/10 Market PresenceService focus
10% Accounting90% Other -
$1,000+Undisclosed10 - 49Londonderry, NH
Ability to deliver
32.5/40.018.4/20 Reviews6.9/10 Clients & Experience7.2/10 Market PresenceService focus
80% Accounting20% Other -
UndisclosedUndisclosed50 - 249Dubai, United Arab Emirates
Ability to deliver
32.3/40.017.2/20 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 -
$1,000+Undisclosed50 - 249Cambridge, MA
Ability to deliver
32.2/40.017/20 Reviews8.3/10 Clients & Experience6.9/10 Market PresenceService focus
75% Accounting25% 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 -
$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 -
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.