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 - 9Omaha, NE
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Located in Omaha, Nebraska, Nosal Professional Group, P.C. Is a small Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Omaha, NE
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Tony D Buda PC is an Accounting company. Their small team is based in Omaha, Nebraska. Their team offers Accounting.
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UndisclosedUndisclosed2 - 9Omaha, NE
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Based in Omaha, Nebraska, Carse Cody F CPA is a small Accounting company. The team specializes in Accounting.
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UndisclosedUndisclosed10 - 49Cairns City, Australia
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Birch Books & BAS, a small Accounting company, is headquartered in Cairns City, Australia and Elanora, Australia. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Kent Town, Australia
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SGK Tax Accounting Super is an Accounting company. They are located in Kent Town, Australia and have small team. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Maroochydore, Australia
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Efficiency Partner is an Accounting company. The team offers Accounting and is located in Maroochydore, Australia.
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UndisclosedUndisclosed2 - 9South Plympton, Australia
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MPG Tax Accountants, a small Accounting company, is based in South Plympton, Australia. The team offers Accounting.
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UndisclosedUndisclosed2 - 9Manchester, NH
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Montminy Financial Services is a Manchester, New Hampshire-based Accounting company. The team offers Accounting.
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UndisclosedUndisclosed2 - 9
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Picchi & Martel, CPA, PLLC is an Accounting company. They were launched in 1983, and their services include Accounting.
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UndisclosedUndisclosed2 - 9Manchester, NH
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J Edgar Group, PLLC is an Accounting company established in 2001. The small team focuses on Accounting.
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UndisclosedUndisclosed10 - 49Unley, Australia
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KMT Partners is a small Accounting company established in 1967. Their team offers Accounting.
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UndisclosedUndisclosed2 - 9Portsmouth, NH
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Raiche & Company, CPAs, P.A. Is an Accounting company launched in 1980. The small team offers Accounting.
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UndisclosedUndisclosed2 - 9Greenland, NH
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Counting House Associates is a small Accounting company. They provide Accounting and were launched in 2000.
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UndisclosedUndisclosed2 - 9Portsmouth, NH
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Patriot Tax Services is an Accounting company. Founded in 2004, the team offers Accounting. The company is headquartered in Portsmouth, New Hampshire.
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UndisclosedUndisclosed2 - 9Portsmouth, NH
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Anne Holliday, Certified Public Accountant & Executive Coach is an Accounting company founded in 1987. The small team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Portsmouth, NH
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Accounting company Tocano Jr George J CPA is headquartered in Portsmouth, New Hampshire. They provide Accounting and were founded in 1988.
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UndisclosedUndisclosed2 - 9Newington, NH
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Accounting company Peter J. Clarke, Tax Attorney and CPA focuses on Accounting. They were launched in 2009.
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UndisclosedUndisclosed10 - 49Stratham, NH
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Leone, McDonnell & Roberts, Professional Association is a small Accounting company founded in 1973. Their team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Portsmouth, NH
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Seacoast Tax Services is a small Accounting company. Launched in 1978, the team offers Accounting.
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UndisclosedUndisclosed2 - 9Newington, NH
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The Guyton Group is an Accounting company. They are located in Newington, New Hampshire, and their services include Accounting.
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UndisclosedUndisclosed2 - 9Stratham, NH
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BMCG Inc is an Accounting company. The company is in Stratham, New Hampshire. Their team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Greenland, NH
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Accounting company Apple Bookkeeping & Tax Services was established in 2010. The small team offers Accounting.
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UndisclosedUndisclosed10 - 49Nashua, NH
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Launched in 1994, Kline & Company CPA PC is a small Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Adelaide, Australia
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Small Accounting company Taxnote Accountants, is headquartered in Adelaide, Australia. The team offers Accounting and Business Consulting.
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UndisclosedUndisclosed50 - 249Dover, DE
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Keystone Funding, Inc. Is an Accounting and Business Consulting company. Established in 2006, their team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Dover, DE
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Gunn Wealth Management is an Accounting and Business Consulting company. Their small team is based in Dover, Delaware. Their team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Dover, DE
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A to Z Insurance is an Accounting and Business Consulting company. They are located in Dover, Delaware and have small team. Their team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Dover, DE
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Tax Chicks is an Accounting company. Their small team is headquartered in Dover, Delaware. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Adelaide, Australia
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IRENE GRANT & ASSOCIATES is an Accounting company. They are headquartered in Adelaide, Australia and have small team. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Newport, DE
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Small Accounting company Greenbank Tax Service, is based in Newport, Delaware. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Adelaide, Australia
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Silvestri Chartered Accountants is an Accounting company. They are headquartered in Adelaide, Australia and have small team. Their team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Milford, DE
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Small Accounting company Luff & Associates P.A., CPA's, is based in Milford, Delaware. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Georgetown, DE
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Sombar & Company CPA's, P.A. Is an Accounting company. Launched in 1978, the agency is located in Georgetown, Delaware. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Dover, DE
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Located in Dover, Delaware, Raymond F Book & Associates is a small Accounting company. The team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Dover, DE
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Shari J. Gary CPA is an Accounting company. They are headquartered in Dover, Delaware and have small team. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9San Luis Obispo, CA
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Negranti-Higgins & Co, a small Accounting company, is located in San Luis Obispo, California. The team offers Accounting.
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UndisclosedUndisclosed2 - 9Kent Town, Australia
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Accounting company Penna Michael was founded in 2001. The team focuses on Accounting and Business Consulting and is in Kent Town, Australia.
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UndisclosedUndisclosed2 - 9San Luis Obispo, CA
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Small Accounting company Marlin C. Peterson, CPA, is based in San Luis Obispo, California. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9San Luis Obispo, CA
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RUSSELL, MAININI, & FRANKLIN LLP is an Accounting company. Their team is in San Luis Obispo, California. The company specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Nashua, NH
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Headquartered in Nashua, New Hampshire, PDP Tax And Accounting Services is a small Accounting company. The team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Seaford, DE
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In Seaford, Delaware, Seaford Management is an Accounting company. The team specializes in Accounting and Litigation Support Services.
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UndisclosedUndisclosed2 - 9Syracuse, UT
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Peak Accounting is an Accounting company. Their small team is located in Syracuse, Utah. Their services include Accounting.
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UndisclosedUndisclosed2 - 9
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Vaughan Tax and Consulting LLC -CPA is a -based Accounting company. Founded in 2009, the team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Maroochydore, Australia
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K.O. Bookkeeping Services is a small Maroochydore, Australia-based Accounting and Business Consulting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Maroochydore, Australia
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All-Sorted is an Accounting company. They specialize in Accounting and Business Consulting and were founded in 2012.
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UndisclosedUndisclosed2 - 9Peregian Springs, Australia
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Blue Sky Bookkeeping is a small Peregian Springs, Australia-based Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Baulkham Hills, Australia
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Launched in 2016, Accounts All Sorted is an Accounting company. The company specializes in Accounting, and is small.
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UndisclosedUndisclosed10 - 49Urraween, Australia
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Launched in 2011, RJS Bookkeeping Plus is an Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9San Luis Obispo, CA
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Founded in 1982, Mike Radakovich, CPA/ABV/CFF, CVA is a small San Luis Obispo, California-based Accounting company. Their team offers Accounting.
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UndisclosedUndisclosed2 - 9Nashua, NH
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Founded in 2013, Johnson Group is an Accounting company. Their team specializes in 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.