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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UndisclosedUndisclosed2 - 9Hampton, NH
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Bottomline Accounting LLC, an Accounting company, was launched in 2012. Headquartered in Hampton, New Hampshire, the team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Hampton, NH
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Murphy Powers & Wilson, an Accounting company, focuses on Accounting. The firm is based in Hampton, New Hampshire.
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UndisclosedUndisclosed2 - 9Cheyenne, WY
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Golden Accounting non-CPA, an Accounting company, is headquartered in Cheyenne, Wyoming. They focus on Accounting and were founded in 2015.
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UndisclosedUndisclosed2 - 9North Hampton, NH
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Youngclaus & Company Pllc is an Accounting company established in 1976. The agency focuses on Accounting.
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UndisclosedUndisclosed2 - 9Bedford, NH
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Bartley Financial Advisors is an Accounting company. They offer Accounting and are headquartered in Bedford, New Hampshire.
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UndisclosedUndisclosed2 - 9Saint Agnes, Australia
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Pride Business Consultants is a small Saint Agnes, Australia-based Accounting company. The team offers Accounting.
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Based in Adelaide, Australia, CJS BOOKKEEPING is a small Accounting company. The team offers Accounting.
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UndisclosedUndisclosed2 - 9Goffstown, NH
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Accounting company Paradis, Raymond & Jalbert Certified Public Accountants is headquartered in Goffstown, New Hampshire. The team provides Accounting.
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UndisclosedUndisclosed2 - 9
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Samuel P. Freeman CPA, an Accounting company, was launched in 1988. They specializes in Accounting.
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UndisclosedUndisclosed10 - 49Salem, NH
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Located in Salem, New Hampshire, Comolli & Co is an Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Santa Monica, CA
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WES CPA is an Accounting company. They are headquartered in Santa Monica, California and have small team of experts. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Sandown, NH
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Located in Sandown, New Hampshire, Susan E Bickford, CPA is an Accounting company. They specialize in Accounting.
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UndisclosedUndisclosed2 - 9Walkerville, Australia
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Scorpion Bookkeeping is an Accounting company. Their small team is located in Walkerville, Australia. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Conover, NC
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Rita S. Brittain, CPA, PA, an Accounting company, was founded in 2013. The team focuses on Accounting and is located in Conover, North Carolina.
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UndisclosedUndisclosed2 - 9Shallotte, NC
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Established in 1992, Sidelinger & Sidelinger, PA is an Accounting company. Their team provides Accounting.
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UndisclosedUndisclosed2 - 9Davoren Park, Australia
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SHARKATAX BOOKKEEPING is a small Accounting company headquartered in Davoren Park, Australia. The team offers Accounting.
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UndisclosedUndisclosed2 - 9Raleigh, NC
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Thomas Smith CPA PLLC is an Accounting company. They offer Accounting and were launched in 1992. The agency is based in Raleigh, North Carolina.
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UndisclosedUndisclosed2 - 9Adelaide, Australia
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Jaguar Bookkeeping is an Accounting company. The company is headquartered in Adelaide, Australia. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Raleigh, NC
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Lisa P. Gill, CPA, PC is an Accounting company. Their small team is headquartered in Raleigh, North Carolina. Their team focuses on Accounting.
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UndisclosedUndisclosed2 - 9High Point, NC
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Johnny R. Poplin, CPA, a small Accounting company, is located in High Point, North Carolina. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Daphne, AL
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Allen, Allen & Foster, LLP is an Accounting and Business Consulting company. Based in Daphne, Alabama, the firm was founded in 1986. Their team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Hampstead, NC
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Accounting Solutions Inc., a small Accounting company, is in Hampstead, North Carolina. The team specializes in Accounting.
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UndisclosedUndisclosed10 - 49
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Business2BASIX is an Accounting company. The West Lake, Australia-based team provides Accounting.
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UndisclosedUndisclosed10 - 49Wangara, Australia
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GPS Business Solutions, an Accounting company, is headquartered in Wangara, Australia. Their services include Accounting.
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UndisclosedUndisclosed10 - 49South Jordan, UT
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Accuplan Benefits Services is an Accounting company. Their small team is based in South Jordan, Utah. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Rockingham, Australia
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Headquartered in Rockingham, Australia, Thompson Hughes & Co is a small Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Raleigh, NC
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Headquartered in Raleigh, North Carolina, W.Paul Mattox, CPA is a small Accounting company. The team provides Accounting.
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UndisclosedUndisclosed50 - 249Bunbury, Australia
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AMD Chartered Accountants is a Bunbury, Australia-based Accounting company. They specialize in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Esperance, Australia
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Heasman & Associates is a small Esperance, Australia-based Accounting company. The team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Burswood, Australia
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WMP Tax is an Accounting company. They are based in Burswood, Australia and have small team. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Geraldton, Australia
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Mid Coast Partners is a small Accounting company founded in 2005. Their services include Accounting.
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UndisclosedUndisclosed2 - 9West Perth, Australia
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Accounting company RB Sharpe & Co was established in 1988. The firm provides Accounting.
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UndisclosedUndisclosed2 - 9Raleigh, NC
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Matt Barfield, CPA, PLLC is an Accounting company launched in 2003. The small team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Jacksonville, NC
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Katrina Carrington, CPA, PLLC, an Accounting company, was founded in 2012. In Jacksonville, North Carolina, the team provides Accounting.
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UndisclosedUndisclosed10 - 49Mandurah, Australia
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Growth Partners is an Accounting company launched in 2000. The team focuses on Accounting.
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UndisclosedUndisclosed2 - 9
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Security Finance is an Accounting company. In Birmingham, Alabama, the agency was founded in 1959. Their team offers Accounting.
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UndisclosedUndisclosed2 - 9Birmingham, AL
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Valleydale TaxPrep is an Accounting company. Their small team is located in Birmingham, Alabama. Their team offers Accounting.
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UndisclosedUndisclosed2 - 9Nashua, NH
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Accounting company R P Bourgeois & Co was founded in 1986. The firm offers Accounting, and is small.
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UndisclosedUndisclosed2 - 9Portsmouth, NH
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Rosatone & Bell: Bell Don J CPA is an Accounting company. Their team is based in Portsmouth, New Hampshire. The company focuses on Accounting.
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UndisclosedUndisclosed2 - 9Bedford, NH
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GEM Accounting Services, LLC is an Accounting company founded in 1999. The small team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Nashua, NH
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Ackley Associates is a Nashua, New Hampshire-based Accounting company. The team offers Accounting.
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UndisclosedUndisclosed2 - 9Nashua, NH
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Mc Cafferty & Co PC is an Accounting company established in 1994. The small team offers Accounting.
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UndisclosedUndisclosed10 - 49Rockingham, Australia
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Small Accounting company Rockingham Tax Hut, is in Rockingham, Australia. The team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Adelaide, Australia
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A & K Bookkeeping is a small Adelaide, Australia-based Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Myrtle Bank, Australia
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Balance-rite Business Services is a small Accounting company in Myrtle Bank, Australia. The team specializes in Accounting.
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UndisclosedUndisclosed2 - 9East Fremantle, Australia
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CSJP Accounting is an Accounting company. They are headquartered in East Fremantle, Australia and have small team. Their team offers Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Quinns Rocks, Australia
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SL Ideal Accounting is an Accounting company. Their small team is located in Quinns Rocks, Australia. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Myrtle Bank, Australia
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Accounting company Adelaide MYOB Bookkeepers is headquartered in Myrtle Bank, Australia. They specialize in Accounting and were founded in 2008.
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UndisclosedUndisclosed2 - 9Bunbury, Australia
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Hiscox Partners is a small Bunbury, Australia-based Accounting and Business Consulting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9South Plympton, Australia
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Bookkeeping Adelaide is a small Accounting company based in South Plympton, Australia. The team specializes in 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.