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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UndisclosedUndisclosedFreelancerNewport News, VA
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Established in 2005, Black Marlin CPA is a small Accounting company. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Danville, VA
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Wilkinson Consulting and CPA PLC is an Accounting company. They are headquartered in Danville, Virginia and have small team. They focus on Accounting.
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UndisclosedUndisclosed50 - 249Charlottesville, VA
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Robinson, Farmer, Cox Associates (RFC) is a midsize Accounting company. They specialize in Accounting and were founded in 1953.
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UndisclosedUndisclosed2 - 9Hudson, NH
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Rhino Tax is a Hudson, New Hampshire-based Accounting company. They specialize in Accounting and Business Consulting and were launched in 2012.
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UndisclosedUndisclosed2 - 9Anaheim, CA
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Accounting company A&L Certified Public Accountants, APC was launched in 2001. The team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Orange, CA
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John T. Bierman, CPA AAC is an Accounting company established in 2001. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Brunswick, GA
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Small Accounting company Arline & Wiggins, CPAs, is in Brunswick, Georgia and Hinesville, Georgia. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Fredericksburg, VA
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Established in 1988, Bishop, Farmer & Co., LLP is an Accounting company. The firm provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Hinesville, GA
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Pedrick and Company, LLC is an Accounting company established in 1997. The agency focuses on Accounting and Business Consulting, and is small.
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UndisclosedUndisclosed2 - 9Canton, GA
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Cherokee CPA Services, a small Accounting company, is based in Canton, Georgia. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Kennesaw, GA
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Based in Kennesaw, Georgia, JAT Consulting Services, Inc. Is a small Accounting company. The team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Yorba Linda, CA
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Feliz & Associates is a small Yorba Linda, California-based Accounting company. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Hurstville, Australia
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Based in Hurstville, Australia, Elite Financials is a small Accounting company. The team offers Accounting.
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UndisclosedUndisclosed2 - 9Newington, Australia
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Headquartered in Newington, Australia, Accounting Logic is a small Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Avoca Beach, Australia
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R&B Associates, an Accounting company, was founded in 2014. The agency specializes in Accounting.
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UndisclosedUndisclosed2 - 9
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ABC Advanced Bookkeeping, a small Accounting company, is headquartered in Sans Souci , Australia. The team provides Accounting.
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UndisclosedUndisclosed2 - 9Narwee, Australia
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In Narwee, Australia, CTK & Co. Is a small Accounting company. Their services include Accounting.
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UndisclosedUndisclosed50 - 249Bend, OR
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Launched in 1984, Cardinal Services is an Accounting company. Based in Bend, Oregon and Coos Bay, Oregon, the team specializes in Accounting and HR Consulting.
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UndisclosedUndisclosed2 - 9Caringbah, Australia
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Zone Financial Solutions is a Caringbah, Australia-based Accounting company. They focus on Accounting.
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UndisclosedUndisclosed2 - 9Leumeah, Australia
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MTR Bookkeeping Services, a small Accounting company, is based in Leumeah, Australia. The team provides Accounting.
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UndisclosedUndisclosed50 - 249Tamuning, Guam
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GuamTemps, Inc. Is an Accounting company launched in 1988. The team focuses on Accounting and Staffing and is based in Tamuning, Guam.
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UndisclosedUndisclosed2 - 9Ettalong Beach, Australia
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Books Alive Bookkeeping Services is an Accounting company. They are located in Ettalong Beach, Australia and have small team. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Narooma, Australia
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Ian Thompson Chartered Accountant is a small Accounting company located in Narooma, Australia. Their services include Accounting.
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UndisclosedUndisclosed50 - 249Hindmarsh, Australia
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Brentnalls SA, a midsize Accounting company, is in Hindmarsh, Australia. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Casuarina, Australia
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Peter Cavanagh Tax Agent & Public Accountant is an Accounting company launched in 1978. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Torrensville, Australia
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CMA Chartered Accountants is an Accounting company. They are based in Torrensville, Australia and have small team. Their team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Nowra, Australia
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Accounting company Booth Partners is in Nowra, Australia. They specialize in Accounting and Business Consulting and were established in 1941.
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UndisclosedUndisclosed2 - 9Point Clare, Australia
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Perfectus Bookkeeping is an Accounting company. The team provides Accounting and is in Point Clare, Australia.
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UndisclosedUndisclosed10 - 49Penrith, Australia
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Small Accounting company Inter Bookkeeping Services, is headquartered in Penrith, Australia. The team provides Accounting and Corporate Training & Coaching.
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UndisclosedUndisclosed2 - 9Avoca Beach, Australia
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Beachside Bookkeeping Services is a small Avoca Beach, Australia-based Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Jamisontown, Australia
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Save My Books is an Accounting company launched in 2007. The small team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Franconia, VA
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Enterprise Tax & Accounting, an Accounting company, was founded in 2005. The small team provides Accounting.
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UndisclosedUndisclosedFreelancerGlen Allen, VA
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Gary S. Levine, CPA, an Accounting company, was established in 1990. The company offers Accounting.
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UndisclosedUndisclosed2 - 9Martinsville, VA
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Small Accounting company Martha S Cooper, CPA, is in Martinsville, Virginia. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Farmville, VA
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Hill & Davis, CPA, PC is an Accounting company. Their team is headquartered in Farmville, Virginia and Dillwyn, Virginia. The agency offers Accounting.
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UndisclosedUndisclosed2 - 9Lynchburg, VA
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Accounting company Johnson & Associates CPA, PC is based in Lynchburg, Virginia. They provide Accounting and Finance & Accounting Outsourcing (FAO) and were founded in 2009.
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UndisclosedUndisclosed2 - 9Suwanee, GA
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JOHNS CREEK Professional Bookkeeping, an Accounting company, specializes in Accounting. The firm is in Suwanee, Georgia.
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UndisclosedUndisclosed2 - 9Kennesaw, GA
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Treasure Tax, LLC, an Accounting company, was founded in 2013. The team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Galax, VA
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Launched in 2008, Jane L. Patton CPA, LLC. Is a small Galax, Virginia-based Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Atlanta, GA
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Strategic Link is an Accounting company located in Atlanta, Georgia. They focus on Accounting and IT managed services and were founded in 2005.
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UndisclosedUndisclosed2 - 9Powhatan, VA
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Launched in 1997, Raymond W Crump CPA PC, a small Accounting company, is in Powhatan, Virginia. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Orange, VA
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Main Street Accounting Services, Inc. Is an Accounting company founded in 1986. Headquartered in Orange, Virginia, the team offers Accounting.
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UndisclosedUndisclosed10 - 49Abingdon, VA
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HBC Certified Public Accountants is an Abingdon, Virginia-based Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Chesterfield, VA
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TNT Accounting Services, LLC is an Accounting company. Founded in 2006, the firm offers Accounting.
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UndisclosedUndisclosed2 - 9Anaheim, CA
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Swift Tax Accounting is an Accounting company. Their small team of employees is located in Anaheim, California. Their team focuses on Accounting.
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UndisclosedUndisclosed10 - 49Sacramento, CA
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Engilis, Payne, Kmetz & Daley is an Accounting company. The Sacramento, California-based agency was launched in 1997. Their team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Sacramento, CA
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Founded in 1976, Gibson & Company, Inc. CPA, a small Accounting company, is in Sacramento, California. Their team provides Accounting.
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UndisclosedUndisclosed10 - 49Sacramento, CA
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Launched in 2001, WILLIAMS & OLDS, CPAS is a small Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Sacramento, CA
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Small Accounting company PAM'S MIRACLES ON PAPER, is headquartered in Sacramento, California. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Sacramento, CA
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W.K. Boeger, CPA is an Accounting company. They were launched in 1985, and their services include Accounting and Business Consulting.
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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.