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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UndisclosedUndisclosed10 - 49Daly City, CA
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Established in 1984, VIOLIE S. EDROSOLAN, CPA is an Accounting company. In Daly City, California, the team specializes in Accounting.
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UndisclosedUndisclosed10 - 49Balmoral, Australia
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Accounting company ACTION ACCOUNTING is headquartered in Balmoral, Australia. The team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Daly City, CA
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Leung, Louie, Ip & Co. LLP , an Accounting company, focuses on Accounting. The agency is based in Daly City, California.
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UndisclosedUndisclosed2 - 9Bentley Park, Australia
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TROPIC COAST BOOKKEEPING is an Accounting company. They are in Bentley Park, Australia and have small team. Their team offers Accounting.
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UndisclosedUndisclosed2 - 9Nudgee, Australia
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Small Accounting company Y & A Bookkeeping Solutions Aust, is based in Nudgee, Australia. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Montpelier, VT
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Vermont Society of Cpa's is a small Accounting company in Montpelier, Vermont. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Essex, VT
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Small Accounting company Belisle Viens Associates PC, is located in Essex, Vermont. The team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Buderim, Australia
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Square Up Consulting is a small Accounting company located in Buderim, Australia. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Adelaide, Australia
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Handley Accounting Services is an Accounting company. Their small team is headquartered in Adelaide, Australia and Port Adelaide, Australia. Their services include Accounting and Business
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UndisclosedUndisclosed2 - 9Burlington, VT
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Based in Burlington, Vermont, Montgomery & Granai PC is a small Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Essex, VT
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Wisehart, Wimette & Associates PLC is a small Accounting company located in Essex, Vermont. The team provides Accounting.
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UndisclosedUndisclosed2 - 9Waitsfield, VT
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Headquartered in Waitsfield, Vermont, Eid, Michele, CPA Hall & Holden is a small Accounting company. The team specializes in Accounting.
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UndisclosedUndisclosed2 - 9South Burlington, VT
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Sherry C. Dempsey CPA PLLC is a small Accounting company in South Burlington, Vermont. Their services include Accounting.
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UndisclosedUndisclosed2 - 9South Burlington, VT
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Blodgett Russell M CPA is an Accounting company. Their small team is in South Burlington, Vermont. Their team specializes in Accounting.
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UndisclosedUndisclosed2 - 9South Burlington, VT
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Small Jeffery CPA is a small Accounting company in South Burlington, Vermont. Their services include Accounting.
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UndisclosedUndisclosed2 - 9South Burlington, VT
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Associates in Accounting PLC, a small Accounting company, is headquartered in South Burlington, Vermont. The team offers Accounting.
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UndisclosedUndisclosed2 - 9Barre, VT
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Small Accounting company White & Associates, is based in Barre, Vermont. Their services include Accounting.
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UndisclosedUndisclosed2 - 9El Paso, TX
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Henderson, Henry & Co., P.C. Is an Accounting company. Their small team is in El Paso, Texas. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9El Paso, TX
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Established in 2009, Gonzalo Salas CPA LLC is an Accounting company. The team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Gowrie Junction, Australia
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PS Bookkeeping Service is an Accounting company. They are located in Gowrie Junction, Australia and have small team. Their team provides Accounting.
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UndisclosedUndisclosed2 - 9El Paso, TX
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Accounting and Finance & Accounting Outsourcing (FAO) company Wierson, CPA, PLLC is headquartered in El Paso, Texas. The team focuses on Accounting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed2 - 9Port Lincoln, Australia
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Hazeal Newman and Associates is an Accounting company. They are located in Port Lincoln, Australia and have small team. Their team offers Accounting.
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UndisclosedUndisclosed2 - 9
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Simply Business Bookkeeping is an Accounting company. They offer Accounting and were launched in 2014.
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UndisclosedUndisclosed2 - 9Kent Town, Australia
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Greven & Co is an Accounting company. The Kent Town, Australia-based company was launched in 1993. Their team offers Accounting.
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UndisclosedUndisclosed2 - 9Wayville, Australia
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Located in Wayville, Australia, Berry & Grosser is a small Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Naracoorte, Australia
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Armfield, Wallace & Munro is an Accounting company launched in 2003. The firm specializes in Accounting, and is small.
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UndisclosedUndisclosed2 - 9El Paso, TX
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Attel & Co., PC, is an Accounting company. Based in El Paso, Texas, the firm was launched in 2009. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Mile End, Australia
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Gardiner Hall & Co is a small Accounting company located in Mile End, Australia. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Novato, CA
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Founded in 2010, Grace Dougan Consulting is a Business Consulting company. Their team focuses on Business Consulting and Accounting.
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UndisclosedUndisclosed10 - 49El Paso, TX
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SBNG, PC is an Accounting company. They are headquartered in El Paso, Texas and have small team. They provide Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Fairfield, NJ
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Spot-On Tax Management, Inc is an Accounting company. Their small team is based in Fairfield, New Jersey. Their team provides Accounting.
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UndisclosedUndisclosed10 - 49Morristown, NJ
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Ross Rosenthal & Company, LLP is a small Morristown, New Jersey-based Accounting company. The team offers Accounting.
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UndisclosedUndisclosed2 - 9Madison, NJ
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Odell & Critchley, CPAs is an Accounting company. They are located in Madison, New Jersey and have small team. Their team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Leabrook, Australia
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Sanders accountants is a small Accounting company headquartered in Leabrook, Australia. Their services include Accounting.
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UndisclosedUndisclosed2 - 9San Francisco, CA
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Nathan Lubarov, CPA is a small San Francisco, California-based Accounting company. The team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Columbia, SC
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Clark, Eustace Wagner is an Accounting company. They are located in Columbia, South Carolina and have small team. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Closter, NJ
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Dugan, Scotti & Zoch, P.A. Is an Accounting company founded in 1981. The team specializes in Accounting.
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UndisclosedUndisclosed10 - 49Norwood, Australia
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Based in Norwood, Australia, Business Initiatives is an Accounting company. Established in 1997, the team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Cherry Hill, NJ
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Launched in 2009, Holmes & Company is an Accounting company. The small team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Adelaide, Australia
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Marshall Accounts is an Accounting company. Their small team is in Adelaide, Australia. Their team provides Accounting.
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UndisclosedUndisclosed2 - 9Mount Barker, Australia
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Venables Accountants is an Accounting company. Their small team is in Mount Barker, Australia. Their team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Deltona, FL
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Quality Business Solutions, LLC is an Accounting company. Founded in 2010, the agency is located in Deltona, Florida. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Raleigh, NC
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Arnold Nance CPA is an Accounting company. Their team is based in Raleigh, North Carolina and specializes in Accounting.
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UndisclosedUndisclosed2 - 9El Paso, TX
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Established in 2000, Randall Smith, CPA, CVA, PFS is a small Accounting company. Their team focuses on Accounting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed2 - 9Deltona, FL
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Small Accounting company Janet E. O'Herron, CPA, LLC, is based in Deltona, Florida. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Chapel Hill, NC
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Blackman & Sloop, CPAs, P.A. Is an Accounting company. Established in 1973, the team provides Accounting. The firm is located in Chapel Hill, North Carolina.
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UndisclosedUndisclosed10 - 49Cranford, NJ
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LLI Advisory Group is an Accounting company. The firm is headquartered in Cranford, New Jersey. Their team provides Accounting.
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UndisclosedUndisclosed10 - 49Daly City, CA
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HMB Accounting Services is an Accounting company. Their small team is in Daly City, California. Their team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Brisbane, CA
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Bruce A Maddox CPA is an Accounting company. Founded in 1987, their team provides Accounting.
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UndisclosedUndisclosed2 - 9San Francisco, CA
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Accounting company Axelrod & Farley Income Taxes is located in San Francisco, California. They offer 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.