Top Financial Services Firms
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$50,000+$200 - $300 / hr10 - 49Bee Cave, TXServices provided
See all 6 projectsCSTMR is a prominent digital marketing agency specializing in fintech and financial services, offering services such as digital marketing strategies, brand optimization, SEO, content marketing, and website development. The reviews reflect overwhelmingly positive feedback, with approximately 90% emphasizing CSTMR's exceptional project management, timely delivery, and effective communication. Clients consistently highlight CSTMR's domain expertise, innovative approach, and partnership-oriented culture, with over half noting their adaptability and customer-centric focus. Overall, CSTMR is highly recommended for their ability to drive growth and enhance brand presence.
$25,000+Undisclosed250 - 999Sydney, AustraliaServices provided
See all 2 projectsTalent Formula is an accounting services firm that specializes in talent acquisition and management for industry-specific needs, including financial analysts and accountants. They have been praised for their efficient recruitment process and cultural alignment, contributing to a 100% positive feedback rate for their support in business growth and team integration.
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UndisclosedUndisclosed10 - 49Oceanside, CA
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DOAAR is an Accounting company. They are based in Oceanside, California, and their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Durham, NC
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Bridget A. Ryan, CPA, PLLC, an Accounting company, is headquartered in Durham, North Carolina. They offer Accounting.
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UndisclosedUndisclosed2 - 9Laguna Beach, CA
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BFI Accounting is an Accounting company. Their team is in Laguna Beach, California and specializes in Accounting.
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UndisclosedUndisclosedFreelancerMorley, Australia
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Book Wiz Bookkeeping is a small Accounting company located in Morley, Australia. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Durham, NC
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Launched in 2016, Bass Carney CPA, PLLC is a small Durham, North Carolina-based Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Southport, NC
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Camilla J. Desmarais, CPA is a Southport, North Carolina-based Accounting company. They focus on Accounting and were founded in 2011.
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UndisclosedUndisclosed10 - 49Perth, Australia
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Small Accounting company Support Corp, is in Perth, Australia. The team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Laguna Niguel, CA
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Mellotti & Rasmusson, an Accounting company, was founded in 1993. The firm focuses on Accounting and Business Consulting, and is small.
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UndisclosedUndisclosed2 - 9Raleigh, NC
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W. Allen Scazzero, a small Accounting company, is based in Raleigh, North Carolina. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Victoria Park, Australia
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WB Bookkeeping & Accounting Services, a small Accounting company, is in Victoria Park, Australia. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Plaistow, NH
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Accounting company Freedom Financial, LLC was founded in 1992. The team provides Accounting and is headquartered in Plaistow, New Hampshire.
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UndisclosedUndisclosed2 - 9Plaistow, NH
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Based in Plaistow, New Hampshire, Stratton's Payroll and Tax Services, LLC is a small Accounting company. The team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Plaistow, NH
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Established in 2002, Waters & Associates, PLLC is an Accounting and Business Consulting company. The team provides Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Reading, PA
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A Mazzo Accounting Services is an Accounting company. Their small team is in Reading, Pennsylvania. Their services include Accounting.
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UndisclosedUndisclosed2 - 9
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Small Accounting company Shahlegacy, is located in Embleton, Australia. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Reading, PA
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GBB & Company, LLP, a small Accounting company, is in Reading, Pennsylvania. The team offers Accounting.
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UndisclosedUndisclosed2 - 9Cornelius, NC
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Martin Halloran, C.P.A. Is an Accounting company. Their small team is in Cornelius, North Carolina. Their team provides Accounting.
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UndisclosedUndisclosed10 - 49Bassendean, Australia
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Small Accounting company TAG Bookkeeping & Accounting Services, is in Bassendean, Australia. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Kardinya, Australia
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AMM Accounting is an Accounting company. They are headquartered in Kardinya, Australia and have small team. Their team offers Accounting.
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UndisclosedUndisclosed2 - 9Wyomissing, PA
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Based in Wyomissing, Pennsylvania, William G. Koch & Associates is a small Accounting company. The team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Kalamunda, Australia
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Located in Kalamunda, Australia, Jaminik is a small Accounting and Business Consulting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9
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Timely Bookkeeping is an Accounting company. Founded in 2001, the firm is in Gosnells, Australia. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Shillington, PA
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Renninger & Associates LLC is a small Accounting company in Shillington, Pennsylvania. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Henderson, NC
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Holden Moss Certified Public Accountants is an Accounting company. The team specializes in Accounting, and the agency is headquartered in Henderson, North Carolina.
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UndisclosedUndisclosed10 - 49Reading, PA
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Wyomissing Tax & Accounting Services LLC is a small Accounting company based in Reading, Pennsylvania. Their services include Accounting.
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UndisclosedUndisclosed2 - 9New Ipswich, NH
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Romeril Tax & Accounting LLC is an Accounting company. The agency is in New Ipswich, New Hampshire. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Laguna Beach, CA
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ROY & COMPANY is an Accounting company. They focus on Accounting and Business Consulting and were established in 1984.
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UndisclosedUndisclosed10 - 49Victoria Park, Australia
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HTG Partners is a small Victoria Park, Australia-based Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Keene, NY
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Anderson & Gilbert, Inc. Is an Accounting company located in Keene, New York. Founded in 1984, the team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9New York, NY
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RMJR Tax and Accounting is a small Accounting company based in New York, New York. The team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Joondalup, Australia
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Tim Nash & Associates., a small Accounting company, is headquartered in Joondalup, Australia. The team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Hope Mills, NC
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Launched in 2008, Michael D Mitchell CPA is an Accounting company. The team provides Accounting.
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UndisclosedUndisclosed2 - 9Subiaco, Australia
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CrossCorp is a small Accounting and Business Consulting company headquartered in Subiaco, Australia. The team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Plymouth, NH
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Established in 2004, Diane B. Rohde, CPA PLLC is an Accounting company. The small team focuses on Accounting.
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UndisclosedUndisclosed2 - 9
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Acuity CPA Firm is a small Savannah, Georgia-based Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Newport Beach, CA
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Riordan & Associates, CPAs is an Accounting company. The Newport Beach, California-based firm was launched in 2008. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Greensboro, NC
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Councilman Farlow Marlowe & Co PLLC is a small Greensboro, North Carolina-based Accounting company. The team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Savannah, GA
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Based in Savannah, Georgia, Coomer, Coomer & Routhier, P.C. Is a small Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Laguna Niguel, CA
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Robert E Frohlking, CPA PC is an Accounting company. Based in Laguna Niguel, California, the team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Port St. Lucie, FL
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Appel Accounting & Tax Services is an Accounting company established in 1996. The firm specializes in Accounting.
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UndisclosedUndisclosed2 - 9Savannah, GA
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Zennie E Shearouse Hall CPA PC is a small Savannah, Georgia-based Accounting company. The team provides Accounting.
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UndisclosedUndisclosed2 - 9Concord, NH
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Whiting Tax Services is a Concord, New Hampshire-based Accounting company. The team offers Accounting.
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UndisclosedUndisclosed2 - 9Savannah, GA
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Cooper Glenn PC, CPA is a small Savannah, Georgia-based Accounting company. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Reading, PA
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Based in Reading, Pennsylvania, Safe Berks is a small Accounting and HR Consulting company. Their services include Accounting and HR Consulting.
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UndisclosedUndisclosed10 - 49Port St. Lucie, FL
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Green and Gentry, CPA's is an Accounting and Business Consulting company. The Port St. Lucie, Florida-based firm offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Savannah, GA
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Coastal Georgia Accounting is an Accounting company. They are located in Savannah, Georgia and have small team. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Laguna Niguel, CA
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Accounting company Robert A. Owens, CPA was founded in 1987. The team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Savannah, GA
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Small Accounting company David R. Dingus CPA, LLC, is located in Savannah, Georgia. The team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Port St. Lucie, FL
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Based in Port St. Lucie, Florida, Elite Accounting & Income Tax is a small Accounting company. The team offers Accounting.
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UndisclosedUndisclosed2 - 9Savannah, GA
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Based in Savannah, Georgia, King Tax Savannah is a small Accounting company. The team offers 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.