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 - 9Visalia, CA
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Reyes Legal Services is a Business Consulting company. Their small team is located in Visalia, California. Their services include Business Consulting and Accounting.
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UndisclosedUndisclosed2 - 9San Luis Obispo, CA
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Established in 2014, Clark & Cassidy Certified Public Accountants is an Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Totowa, NJ
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Richard M. Carlson, CPA, an Accounting company, is in Totowa, New Jersey. They focus on Accounting and were established in 1998.
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UndisclosedUndisclosed10 - 49Charlotte, NC
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TINSLEY & TERRY CPAS PA is an Accounting company established in 1973. The firm offers Accounting.
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UndisclosedUndisclosed2 - 9San Luis Obispo, CA
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Gray & Harasym is an Accounting company. In San Luis Obispo, California, the team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Arroyo Grande, CA
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Located in Arroyo Grande, California, A Better Choice Tax Preparation & Bookkeeping Services is a small Accounting company. The team offers Accounting.
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UndisclosedUndisclosed2 - 9San Luis Obispo, CA
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Accounting company Keeping the Books was launched in 2002. The team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Emeryville, CA
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Chahal & Associates Inc. Is an Accounting company. The agency is based in Emeryville, California. Their team offers Accounting.
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UndisclosedUndisclosed2 - 9Oakland, CA
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Located in Oakland, California, Rubicon Tax Relief is a small Accounting company. The team offers Accounting.
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UndisclosedUndisclosed2 - 9San Francisco, CA
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Beth S. Veniar, CPA is an Accounting company. In San Francisco, California, their team offers Accounting.
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UndisclosedUndisclosed2 - 9Durham, NC
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Fulbright Financial Consulting PA is an Accounting company. The team is headquartered in Durham, North Carolina, and their services include Accounting.
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UndisclosedUndisclosed2 - 9Alameda, CA
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Established in 1987, Quiroz & Company CPAs is an Accounting company. The small team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Durham, NC
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Linton & Associates PA is a small Accounting company. Established in 1989, the team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Castro Valley, CA
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Launched in 1978, McKinney & Company, CPA, A Professional Corporation is a small Accounting company in Castro Valley, California. Their team offers Accounting.
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UndisclosedUndisclosed2 - 9San Francisco, CA
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Anderson, Folkoff & Company, Inc., CPAs, an Accounting company, was founded in 1927. The small team provides Accounting.
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UndisclosedUndisclosed2 - 9Graham, NC
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Dave C Dillard PA Certified Public Accountant is an Accounting company. They were established in 1989 and offer Accounting.
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UndisclosedUndisclosed2 - 9Newark, CA
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Paul Lyon, CPA is an Accounting company. Founded in 1990, the company is located in Newark, California. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Charlotte, NC
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Accounting by the Books LLC is a Charlotte, North Carolina-based Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Durham, NC
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Chris Arena, CPA, PLLC, an Accounting company, was launched in 2015. The team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Fayetteville, NC
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Omayra D. Coon, CPA, PC is an Accounting company. Their small team is located in Fayetteville, North Carolina. Their team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Pleasanton, CA
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Headquartered in Pleasanton, California, David E Chopp CPA is an Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Washington, NC
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Located in Washington, North Carolina, Tom Robinson CPA is a small Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Henderson, NC
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Phillips, Dorsey, Thomas, Waters & Brafford, P.A. Is a small Henderson, North Carolina-based Accounting company. The team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Salisbury, NC
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Launched in 1989, Alan F Burke, CPA, PA is an Accounting company. The agency provides Accounting.
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UndisclosedUndisclosed2 - 9Granite Quarry, NC
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Gary D. Morgan CPA, PA is a small Accounting company in Granite Quarry, North Carolina. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Georgetown, DE
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Stayton & Dickens, LLP is a small Accounting company in Georgetown, Delaware. The team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed50 - 249Wilmington, DE
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Heritage Financial Consultants LLC is an Accounting company. Founded in 1999, the firm is headquartered in Wilmington, Delaware. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Greenville, DE
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Small Accounting company Milestone Wealth Advisors, Inc, is headquartered in Greenville, Delaware. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9West Columbia, SC
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In West Columbia, South Carolina, D Hart Accounting Practitioner LLC is a small Accounting company. The team focuses on Accounting.
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UndisclosedUndisclosed2 - 9West Columbia, SC
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Small Accounting company Walker and Company Accounting LLC, is headquartered in West Columbia, South Carolina. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Columbia, SC
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Abernethy & Co is an Accounting company. The firm is located in Columbia, South Carolina. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Image Flat, Australia
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Small Accounting company Sharon Taylor Tax & Bookkeeping, is in Image Flat, Australia. The team provides Accounting.
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UndisclosedUndisclosed2 - 9Glenvale, Australia
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Hay Accounting Group is an Accounting company. The Glenvale, Australia-based company focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Columbia, SC
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Established in 2006, Thomas, Watson & Company, LLC is an Accounting company. The team focuses on Accounting and is based in Columbia, South Carolina.
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UndisclosedUndisclosed10 - 49Brendale, Australia
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Headquartered in Brendale, Australia, Your Bookkeeping Angel is a small Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Columbia, SC
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Based in Columbia, South Carolina, Hamilton, McKinney & Moss is a small Accounting company. The team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Columbia, SC
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Established in 2006, Southern Payroll is a small Columbia, South Carolina-based Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Columbia, SC
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Founded in 1973, Zion & Co Inc is an Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Southport, Australia
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Small Accounting company Solve Accountants, is in Southport, Australia. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Columbia, SC
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Sellars Cole & Bachkosky is a small Accounting company located in Columbia, South Carolina. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Cornelius, NC
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Based in Cornelius, North Carolina and Hampstead, North Carolina, Accurate Payroll & Bookkeeping Service is a small Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Columbia, SC
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O Neal's Bookkeeping Enterprise, Inc is a small Columbia, South Carolina-based Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Pelican Waters, Australia
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Small Accounting company JN Bookkeeping Service, is based in Pelican Waters, Australia. The team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Columbia, SC
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RBH Business Solutions, LLC is a small Columbia, South Carolina-based Accounting company. The team provides Accounting.
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UndisclosedUndisclosed2 - 9Columbia, SC
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Small Accounting company O Lee Turner CPA, is headquartered in Columbia, South Carolina. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Boston, MA
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The Brooks Company is a Commercial Brokerage Services company launched in 2006. Headquartered in Boston, Massachusetts, the team provides Commercial Brokerage Services and Commercial Development.
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UndisclosedUndisclosed10 - 49Spring Hill, Australia
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OLG Bookkeeping is a small Accounting company located in Spring Hill, Australia. The team specializes in Accounting.
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UndisclosedUndisclosed10 - 49Brisbane City, Australia
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Headquartered in Brisbane City, Australia and Surfers Paradise, Australia, Numera is a small Accounting company. The team offers Accounting.
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UndisclosedUndisclosed10 - 49Victor Harbor, Australia
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ProAdvice is an Accounting company. Their small team is in Victor Harbor, Australia. Their team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Port Lincoln, Australia
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Exact Accounting is a small Accounting company headquartered in Port Lincoln, Australia. Their services include Accounting.
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List of the Top 15 Financial Services Companies
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$1,000+< $25 / hr250 - 999Coimbatore, India
Ability to deliver
38.2/40.018.6/20 Reviews10/10 Clients & Experience9.6/10 Market PresenceService focus
25% Accounting75% Other -
Undisclosed$100 - $149 / hr50 - 249Walnut, CA
Ability to deliver
38.2/40.018.2/20 Reviews10/10 Clients & Experience10/10 Market PresenceService focus
30% Accounting70% Other -
UndisclosedUndisclosed10 - 49San Francisco, CA
Ability to deliver
38.1/40.019.4/20 Reviews8.9/10 Clients & Experience9.8/10 Market PresenceService focus
10% Financial Advising & Planning90% Other -
Undisclosed$200 - $300 / hr10 - 49New York, NY
Ability to deliver
37.1/40.017.6/20 Reviews10/10 Clients & Experience9.5/10 Market PresenceService focus
85% Accounting15% Other -
$5,000+$200 - $300 / hr10 - 49Allentown, PA
Ability to deliver
36.8/40.017.2/20 Reviews10/10 Clients & Experience9.6/10 Market PresenceService focus
20% Accounting80% Other -
UndisclosedUndisclosed50 - 249Atlanta, GA
Ability to deliver
36.4/40.017/20 Reviews9.6/10 Clients & Experience9.8/10 Market PresenceService focus
30% Accounting70% Other -
$10,000+$50 - $99 / hr1,000 - 9,999Istanbul, Türkiye
Ability to deliver
36.1/40.016.8/20 Reviews9.3/10 Clients & Experience10/10 Market PresenceService focus
10% Accounting90% Other -
$1,000+< $25 / hr250 - 999
Ability to deliver
35.9/40.016.8/20 Reviews10/10 Clients & Experience9.2/10 Market PresenceService focus
90% Accounting10% Other -
UndisclosedUndisclosed1,000 - 9,999Plantation, FL
Ability to deliver
35.4/40.015.6/20 Reviews10/10 Clients & Experience9.8/10 Market PresenceService focus
10% Accounting90% Other -
$1,000+< $25 / hr250 - 999
Ability to deliver
34.6/40.016.4/20 Reviews9.3/10 Clients & Experience8.9/10 Market PresenceService focus
10% Accounting90% Other -
$1,000+$50 - $99 / hr10 - 49Toronto, Canada
Ability to deliver
34.6/40.016.2/20 Reviews9.5/10 Clients & Experience8.9/10 Market PresenceService focus
40% Accounting10% Financial Advising & Planning50% Other -
$1,000+< $25 / hr50 - 249Jaipur, India
Ability to deliver
34.3/40.017/20 Reviews8/10 Clients & Experience9.3/10 Market PresenceService focus
50% Accounting50% Other -
UndisclosedUndisclosed50 - 249Syracuse, NY
Ability to deliver
33.8/40.017.4/20 Reviews8.7/10 Clients & Experience7.7/10 Market PresenceService focus
40% Accounting60% Other -
$1,000+$50 - $99 / hr10 - 49
Ability to deliver
33.5/40.016.6/20 Reviews7.6/10 Clients & Experience9.2/10 Market PresenceService focus
10% Accounting90% Other -
UndisclosedUndisclosed10 - 49Londonderry, NH
Ability to deliver
33.3/40.019.2/20 Reviews6.9/10 Clients & Experience7.2/10 Market PresenceService focus
80% Accounting20% Other -
$1,000+$100 - $149 / hr2 - 9Schaumburg, IL
Ability to deliver
33.1/40.016.6/20 Reviews9.2/10 Clients & Experience7.3/10 Market PresenceService focus
45% Accounting55% Other -
UndisclosedUndisclosed250 - 999Indianapolis, IN
Ability to deliver
33.1/40.019/20 Reviews8.8/10 Clients & Experience5.3/10 Market PresenceService focus
10% Accounting90% Other -
UndisclosedUndisclosed10 - 49Dubai, United Arab Emirates
Ability to deliver
32.9/40.017.8/20 Reviews8.1/10 Clients & Experience7/10 Market PresenceService focus
45% Accounting5% Financial Advising & Planning50% Other -
$1,000+$100 - $149 / hr50 - 249Vaughan, Canada
Ability to deliver
32.9/40.017.2/20 Reviews8.9/10 Clients & Experience6.8/10 Market PresenceService focus
60% Accounting40% Other -
UndisclosedUndisclosed50 - 249San Francisco, CA
Ability to deliver
32.8/40.016.8/20 Reviews9/10 Clients & Experience6.9/10 Market PresenceService focus
45% Accounting55% Other -
$1,000+$50 - $99 / hr10 - 49Dubai, United Arab Emirates
Ability to deliver
32.6/40.016.2/20 Reviews10/10 Clients & Experience6.5/10 Market PresenceService focus
75% Accounting25% Other -
$1,000+$25 - $49 / hr50 - 249Dubai, United Arab Emirates
Ability to deliver
32.5/40.018.8/20 Reviews6.6/10 Clients & Experience7.1/10 Market PresenceService focus
60% Accounting40% Other -
$1,000+< $25 / hr50 - 249Ho Chi Minh City, Vietnam
Ability to deliver
32.3/40.015.8/20 Reviews7.4/10 Clients & Experience9/10 Market PresenceService focus
30% Accounting70% Other -
$1,000+< $25 / hr50 - 249Philadelphia, PA
Ability to deliver
32.1/40.016.4/20 Reviews9.8/10 Clients & Experience6/10 Market PresenceService focus
50% Accounting50% Other -
$1,000+Undisclosed50 - 249Cambridge, MA
Ability to deliver
32.1/40.017/20 Reviews8.3/10 Clients & Experience6.7/10 Market PresenceService focus
75% Accounting25% Other -
$10,000+< $25 / hr50 - 249Noida, India
Ability to deliver
32/40.016.4/20 Reviews8.3/10 Clients & Experience7.3/10 Market PresenceService focus
80% Accounting20% Other -
$1,000+$25 - $49 / hr50 - 249
Ability to deliver
31.9/40.016.4/20 Reviews10/10 Clients & Experience5.5/10 Market PresenceService focus
50% Accounting50% Other -
UndisclosedUndisclosed50 - 249New York, NY
Ability to deliver
31.9/40.017.4/20 Reviews8.3/10 Clients & Experience6.1/10 Market PresenceService focus
34% Accounting66% Other -
UndisclosedUndisclosed50 - 249Palo Alto, CA
Ability to deliver
31.9/40.016.2/20 Reviews7.2/10 Clients & Experience8.5/10 Market PresenceService focus
90% Accounting10% Other -
$1,000+$150 - $199 / hr10 - 49Victoria, Canada
Ability to deliver
31.7/40.016.2/20 Reviews8.6/10 Clients & Experience7/10 Market PresenceService focus
50% Accounting50% Other
Financial Services Firm FAQs
Financial services firms help individuals and organizations manage, grow, and protect their money. Depending on their niche, they might structure mergers and acquisitions, design retirement plans, underwrite insurance policies, or build tech platforms that streamline back-office banking functions. In short, they translate complex financial regulations and market data into actionable strategies that improve profitability and reduce risk.
Financial services firms have different expertise and solutions aimed at helping businesses achieve their unique objectives. Typical offerings include:
- Investment banking (capital raises, IPO support, M&A advisory)
- Wealth and asset management
- Accounting, audit, and tax planning
- Risk management and insurance brokerage
- Payment processing and merchant services
- Fintech development and systems integration
- Regulatory compliance and internal control reviews
Many firms bundle complementary services—e.g., tax planning plus wealth management—to deliver comprehensive end-to-end support.
The cost of hiring a dedicated financial services firm varies greatly depending on the type of service and other key variables. Here’s a quick breakdown of costs:
- Hourly consulting: $150 – $500+
- Fixed-fee audits or compliance reviews: $5,000 – $50,000
- Ongoing wealth management: 0.5% – 2% of assets under management (AUM)
- Fintech development projects: $25,000 – $500,000+ depending on scope
Other factors that influence costs include location, firm reputation, and project complexity. Always request a detailed proposal that breaks down deliverables, timelines, and any success-based fees.
- Define your objectives—e.g., raise capital, automate reporting, or diversify investments.
- Shortlist firms with proven experience in your industry or asset class.
- Check Clutch reviews for transparency on results, communication, and ethics.
- Evaluate certifications (CFA, CPA, FINRA registrations) and regulatory history.
- Compare pricing models to ensure incentives align with your goals.
- Guaranteed returns or unrealistic projections
- Lack of written compliance policies or regulatory disclosures
- Vague fee structures or hidden performance charges
- Limited client references or no third-party audits
- Poor communication cadence or reluctance to share proprietary methodologies
- Which regulators oversee your practice, and are you in good standing?
- Can you share case studies that mirror our size and objectives?
- How is your compensation structured, and do you receive referral incentives?
- What technology or security frameworks protect our sensitive data?
- How will you measure success, and how often will we review performance?
Freelance advisors often specialize in one area, such as tax prep or bookkeeping, and can be cost-effective for straightforward tasks. On the other hand, full-service firms provide multidisciplinary teams —consisting of analysts, compliance officers, and technologists— capable of handling complex, interconnected projects like cross-border M&A or enterprise-level digital transformation.
Key metrics depend on the engagement. Usually, financial services firms monitor the following:
- Wealth management: portfolio growth versus benchmark indices
- Fintech implementation: reduction in processing time or error rates
- Risk consulting: lower insurance premiums or improved credit ratings
Clear KPIs should be defined in your engagement letter and tracked through regular, data-driven reports.