Top Financial Services Firms
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$50,000+$200 - $300 / hr10 - 49Bee Cave, TXServices provided
See all 7 projectsCSTMR is a digital marketing agency specializing in branding, web development, and fintech marketing strategies. Their reviews reflect a high level of satisfaction, with 100% of clients impressed by their deep industry knowledge and responsive project management. Clients frequently commend CSTMR's ability to deliver on time and their strategic approach to content and SEO, highlighting a seamless integration into client teams for successful project outcomes.
$25,000+Undisclosed250 - 999Sydney, AustraliaServices provided
See all 2 projectsTalent Formula is an accounting services firm that specializes in talent acquisition and management for industry-specific needs, including financial analysts and accountants. They have been praised for their efficient recruitment process and cultural alignment, contributing to a 100% positive feedback rate for their support in business growth and team integration.
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UndisclosedUndisclosed10 - 49Charleston, WV
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Rollins Cleavenger & Rollins is an Accounting company. Their small team of employees is located in Charleston, West Virginia. Their team provides Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Kent Town, Australia
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Located in Kent Town, Australia, Jonas and Associates is a small Accounting company. The team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Kent Town, Australia
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Based in Kent Town, Australia, Finlay Financial Strategies is a small Accounting company. The team offers Accounting.
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UndisclosedUndisclosed10 - 49Dulwich, Australia
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MCG Accountants, an Accounting company, is located in Dulwich, Australia. The team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Beverly Hills, CA
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Jaswant Gill, CPA PC is an Accounting company founded in 2016. The agency provides Accounting and Business Consulting, and is small.
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UndisclosedUndisclosed10 - 49Dulwich, Australia
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Hillier Ellis, a small Accounting company, is headquartered in Dulwich, Australia. The team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9
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SMD Bookkeeping & Account Services is an Accounting company established in 2009. The team offers Accounting.
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UndisclosedUndisclosed2 - 9
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Busy Office & Bookkeeping is a small Accounting company headquartered in Bahrs Scrub , Australia. The team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Sheridan, WY
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Harker Mellinger, LLC is an Accounting company. Founded in 1983, the firm is located in Sheridan, Wyoming. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Cheyenne, WY
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DAPCPA RPO, LLC is a small Cheyenne, Wyoming-based Accounting company. The team specializes in Accounting.
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UndisclosedUndisclosed2 - 9SWEETWATR STA, WY
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Accounting company Hacking CPA and Associates LLC was founded in 2016. The team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Casper, WY
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Porter, Muirhead, Cornia, & Howard, an Accounting company, is in Casper, Wyoming. They provide Accounting and were established in 1991.
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UndisclosedUndisclosed2 - 9Cheyenne, WY
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Scott Kelsey, P.C., a small Accounting company, is located in Cheyenne, Wyoming. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Fresno, CA
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Accounting company Streamline CPA was founded in 2015. The team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Jackson, WY
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Sorensen & Sorensen is a small Accounting company based in Jackson, Wyoming. The team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Jackson, WY
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Wilkinson & Associates LLC is an Accounting company. They are in Jackson, Wyoming and have small team. Their team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Casper, WY
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Killmer & Associates, an Accounting company, is based in Casper, Wyoming. Their services include Accounting and Marketing Strategy.
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UndisclosedUndisclosed2 - 9Cheyenne, WY
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Small Accounting company Schreiner & Weskamp LLC, is in Cheyenne, Wyoming. The team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Dakabin, Australia
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CKF Bookkeeping & Tax is an Accounting company. They are based in Dakabin, Australia and have small team. Their team offers Accounting.
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UndisclosedUndisclosed2 - 9Laramie, WY
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CPA Group of Laramie, LLC is a small Accounting company in Laramie, Wyoming. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Rawlins, WY
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Located in Rawlins, Wyoming, Hofmann & Ramsey, CPAs is a small Accounting company. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Lander, WY
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Fagnant, Lewis & Brinda P.C. Is a Lander, Wyoming-based Accounting company. The team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Jackson, WY
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Field, Vinson & Associates CPAs is a small Accounting company based in Jackson, Wyoming. The team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Casper, WY
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Accounting company Lenhart Mason & Associates, LLC provides Accounting and Business Consulting. They are in Casper, Wyoming.
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UndisclosedUndisclosed2 - 9Sheridan, WY
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Based in Sheridan, Wyoming, Cindy L Pilch LLC is a small Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Cody, WY
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SBW & Associates, PC is an Accounting company. Their small team is headquartered in Cody, Wyoming. Their team specializes in Accounting and IT strategy consulting.
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UndisclosedUndisclosed2 - 9Jackson, WY
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Thompson Palmer & Associates is an Accounting company. They were established in 1976, and their services include Accounting.
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UndisclosedUndisclosed10 - 49Morayfield, Australia
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Smarter Accounts is an Accounting company. Based in Morayfield, Australia, the company specializes in Accounting.
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UndisclosedUndisclosed2 - 9Gillette, WY
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Small Accounting company Shuck Bennett & Weber, is headquartered in Gillette, Wyoming. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Sarasota, FL
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Famiglio & Associates, a small Accounting company, is in Sarasota, Florida. The team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Sarasota, FL
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Timm & Timm, P.A. Is a small Accounting company located in Sarasota, Florida. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Sarasota, FL
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Small Accounting company WesTax, Inc, is located in Sarasota, Florida. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Sarasota, FL
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Menchinger & Tyack CPAs is a small Sarasota, Florida-based Accounting company. The team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Sarasota, FL
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JB Underhill, CPA is an Accounting company. Their small team is located in Sarasota, Florida. Their team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Sarasota, FL
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Launched in 2015, Paoli & Gruters CPA's is an Accounting company. Their team provides Accounting.
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UndisclosedUndisclosed2 - 9Sarasota, FL
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Gifford And Associates, Inc. Is an Accounting company. Their small team is based in Sarasota, Florida. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Sarasota, FL
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Howard & Co of Sarasota Inc is an Accounting company. They are based in Sarasota, Florida and have small team. Their team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Sarasota, FL
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Small Accounting company American Accounting, is in Sarasota, Florida. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Sarasota, FL
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Jakusovas and Company is a small Sarasota, Florida-based Accounting company. The team provides Accounting.
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UndisclosedUndisclosed2 - 9Southport, Australia
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ABA Tax is an Accounting company. In Southport, Australia, their team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Sarasota, FL
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Les Gardi Inc is a small Accounting company located in Sarasota, Florida. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Sarasota, FL
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Small Accounting company Palmer Accounting Group, is in Sarasota, Florida. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Sioux Falls, SD
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Thurman, Comes, Foley & Co., LLP is an Accounting company. They are located in Sioux Falls, South Dakota and have small team. Their team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Sarasota, FL
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Stephen M Musco & Company is an Accounting company. Based in Sarasota, Florida, their team provides Accounting.
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UndisclosedUndisclosed2 - 9Dover, DE
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BIG Investment Services, a small Accounting and Business Consulting company, is based in Dover, Delaware. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Sarasota, FL
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Patriot Tax & Accounting Services, Inc. Is an Accounting company. Their small team is located in Sarasota, Florida. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Sarasota, FL
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Myers & Company CPA is an Accounting company. They are located in Sarasota, Florida and have small team. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Cheyenne, WY
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Atkins Accounting Services is an Accounting company. They are in Cheyenne, Wyoming. Their team offers Accounting.
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UndisclosedUndisclosed2 - 9Sarasota, FL
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Carol Lynn Monville CPA, PA is a small Sarasota, Florida-based Accounting company. The team provides Accounting.
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UndisclosedUndisclosed2 - 9Sarasota, FL
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Sterling Tax & Accounting is a Sarasota, Florida-based Accounting company. The team focuses on Accounting.
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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.