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 - 9Willagee, Australia
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Ethos Accounts is an Accounting company. Their small team is headquartered in Willagee, Australia. Their team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Greensboro, NC
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Shahbaz Southern & Co PA is a small Greensboro, North Carolina-based Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9
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In Canning Vale, Australia, Southern River Bookkeeping is a small Accounting company. The team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Ultimo, Australia
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Lin Leo & Beak, an Accounting company, was launched in 2006. The team provides Accounting.
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UndisclosedUndisclosed2 - 9
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Insightful Bookkeeping, a small Accounting company, is headquartered in Australia. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Northfield, NJ
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New Jersey Association of Public Accountants is an Accounting company launched in 1947. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Kalgoorlie, Australia
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Business Precision, a small Accounting company, is headquartered in Kalgoorlie, Australia. The team focuses on Accounting.
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UndisclosedUndisclosed2 - 9South Perth, Australia
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Story Sums, a small Accounting company, is located in South Perth, Australia. The team provides Accounting.
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UndisclosedUndisclosed2 - 9Cary, NC
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Rigsbee Consulting & CPA Services, Inc. Is a small Accounting company located in Cary, North Carolina. Their services include Accounting.
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UndisclosedUndisclosed1,000 - 9,999Winnipeg, Canada
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The North West Company is a large custom software development firm located in Winnipeg, Canada. Their services include Custom Software Development and Accounting.
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UndisclosedUndisclosed50 - 249Greensboro, NC
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Porter & Company, an Accounting company, was launched in 1992. They focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Dunbarton, NH
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The Milano Group, PLLC, an Accounting company, was established in 2017. The small team provides Accounting.
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UndisclosedUndisclosed2 - 9Cary, NC
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Accounting company Joyce and Company, CPA is based in Cary, North Carolina. Their services include Accounting.
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UndisclosedUndisclosed2 - 9
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SYNERGY BUSINESS SERVICES is an Accounting company. They are based in Yanchep , Australia and have small team. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Nashua, NH
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Richard H Belanger PC is a small Nashua, New Hampshire-based Accounting and Business Consulting company. The team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Knightdale, NC
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Small Accounting company Alexander Accounting & Tax Service Group, Inc., is located in Knightdale, North Carolina. The team provides Accounting.
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UndisclosedUndisclosed2 - 9
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Olympia Kendall and Company is an Accounting company. They are in Greensboro, North Carolina and have small team. Their team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Calabasas, CA
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Deborah Schuch, CPA is an Accounting company. Their team is in Calabasas, California and provides Accounting.
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UndisclosedUndisclosed2 - 9Nashua, NH
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Morrissey & Co is an Accounting company. The Nashua, New Hampshire-based company provides Accounting.
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UndisclosedUndisclosed2 - 9Nashua, NH
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Morin John CPA is a Nashua, New Hampshire-based Accounting company. They specialize in Accounting.
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UndisclosedUndisclosed10 - 49Savannah, GA
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In Savannah, Georgia, Holland, Bromley, Barnhill & Brett, LLP is a small Accounting company. The team specializes in Accounting.
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UndisclosedUndisclosed10 - 49Savannah, GA
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Arkin & Associates, PC is a small Savannah, Georgia-based Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Sanford, NC
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Founded in 2010, RC Accounting Corp is an Accounting company. Headquartered in Sanford, North Carolina, the team provides Accounting.
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UndisclosedUndisclosed2 - 9Greensboro, NC
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APPLE, KOCEJA & ASSOCIATES, PA is an Accounting company. Their small team is in Greensboro, North Carolina. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Savannah, GA
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McKeever & Spisso, LLC is a small Accounting company based in Savannah, Georgia. The team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Savannah, GA
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Ben M. Bennett, CPA is a small Savannah, Georgia-based Accounting company. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Savannah, GA
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Headquartered in Savannah, Georgia, Cordasco and Company, PC is a small Accounting company. The team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Savannah, GA
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P. F. Douglas, LLC is an Accounting company. Their small team is in Savannah, Georgia. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Savannah, GA
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Sand Dollar Accounting is an Accounting company. They are located in Savannah, Georgia and have small team. Their services include Accounting.
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UndisclosedUndisclosed50 - 249Greenville, SC
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Founded in 1996, Marketplace Professional Staffing is an Accounting company. The team specializes in Accounting and Staffing.
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UndisclosedUndisclosed10 - 49Calabasas, CA
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Accounting company Esmond & Associates Inc. CPAs is headquartered in Calabasas, California. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Calabasas, CA
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AP&A, Inc. Is a small Accounting company launched in 2013. Their services include Accounting.
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UndisclosedUndisclosed2 - 9South Bunbury, Australia
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Launched in 1991, Edmondson Accounting is an Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Broome, Australia
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Male & Co. Is an Accounting company headquartered in Broome, Australia. The team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Calabasas, CA
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Small Accounting company Sworzyn & Couhanim, LLP, is located in Calabasas, California. The team provides Accounting.
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UndisclosedUndisclosed2 - 9Subiaco, Australia
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Richards & Co, an Accounting company, specialize in Accounting. They were founded in 2007.
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UndisclosedUndisclosed2 - 9West Perth, Australia
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CG Wilson & Co Pty is an Accounting company. Their small team is headquartered in West Perth, Australia. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Calabasas, CA
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Accounting company SZABO ACCOUNTANCY CORP. Is headquartered in Calabasas, California. The team offers Accounting.
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UndisclosedUndisclosed2 - 9North Perth, Australia
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Accounting company Bookkeeping with Precision was founded in 2000. The team focuses on Accounting and is in North Perth, Australia.
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UndisclosedUndisclosed10,000+Winnipeg, Canada
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Great West Life is a large Accounting and software development firm headquartered in Winnipeg, Canada. The team specializes in Accounting and Custom Software Development.
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UndisclosedUndisclosed2 - 9Albany, Australia
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Headquartered in Albany, Australia, Smith Thornton Accountants is a small Accounting company. The team provides Accounting.
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UndisclosedUndisclosed2 - 9Inglewood, Australia
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Apple Business Consultancy is an Accounting company founded in 2007. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Midland, Australia
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On All Counts Bookkeeping is a small Accounting company in Midland, Australia. The team offers Accounting.
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UndisclosedUndisclosed2 - 9Calabasas, CA
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Larry Weiss, CPA is a small Calabasas, California-based Accounting company. The team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Hickory, NC
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Based in Hickory, North Carolina, BreazealeKiser, PA is a small Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Charlotte, NC
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Eliseo CPA, PLLC is an Accounting company. The team is headquartered in Charlotte, North Carolina, and their services include Accounting.
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UndisclosedUndisclosed2 - 9Smithfield, NC
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Peedin & Sasser CPAs PLLC is an Accounting company. They were launched in 1970, and their services include Accounting.
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UndisclosedUndisclosed2 - 9Tacoma, WA
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Manning & Associates is an Accounting company. The Tacoma, Washington-based team offers Accounting.
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UndisclosedUndisclosed10 - 49Long Beach, CA
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Ensymbios, Inc. Is an IT strategy consulting company. The team offers IT strategy consulting and CRM consulting and SI and is based in Long Beach, California.
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UndisclosedUndisclosed10 - 49Perth, Australia
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Aspen Corporate is an Accounting company. In Perth, Australia, the team focuses on Accounting and Business Consulting.
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List of the Top 15 Financial Services Companies
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$25,000+$50 - $99 / hr50 - 249Gliwice, Poland
Ability to deliver
37.8/40.018/20 Reviews10/10 Clients & Experience9.8/10 Market PresenceService focus
10% Financial Advising & Planning90% Other -
$1,000+< $25 / hr250 - 999Coimbatore, India
Ability to deliver
37.8/40.018.2/20 Reviews10/10 Clients & Experience9.6/10 Market PresenceService focus
25% Accounting75% 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
37/40.017.4/20 Reviews10/10 Clients & Experience9.6/10 Market PresenceService focus
20% Accounting80% Other -
Undisclosed$200 - $300 / hr10 - 49New York, NY
Ability to deliver
36.8/40.017.2/20 Reviews10/10 Clients & Experience9.6/10 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 - 9,999
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+$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 / 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+< $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 -
$1,000+$50 - $99 / hr10 - 49
Ability to deliver
34.1/40.017.2/20 Reviews7.6/10 Clients & Experience9.2/10 Market PresenceService focus
10% Accounting90% Other -
UndisclosedUndisclosed50 - 249Syracuse, NY
Ability to deliver
34/40.017.6/20 Reviews8.7/10 Clients & Experience7.7/10 Market PresenceService focus
40% Accounting60% Other -
$5,000+$100 - $149 / hr10 - 49
Ability to deliver
33.4/40.016.8/20 Reviews7.6/10 Clients & Experience9/10 Market PresenceService focus
30% Accounting70% Other -
UndisclosedUndisclosed50 - 249San Jose, CA
Ability to deliver
33.4/40.019/20 Reviews4.9/10 Clients & Experience9.5/10 Market PresenceService focus
40% Accounting60% Other -
$1,000+$100 - $149 / hr2 - 9Schaumburg, IL
Ability to deliver
32.9/40.016.4/20 Reviews9.2/10 Clients & Experience7.3/10 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 -
UndisclosedUndisclosed250 - 999Indianapolis, IN
Ability to deliver
32.5/40.018.2/20 Reviews8.8/10 Clients & Experience5.5/10 Market PresenceService focus
10% Accounting90% Other -
$1,000+Undisclosed10 - 49Londonderry, NH
Ability to deliver
32.5/40.018.4/20 Reviews6.9/10 Clients & Experience7.2/10 Market PresenceService focus
80% Accounting20% Other -
UndisclosedUndisclosed50 - 249Dubai, United Arab Emirates
Ability to deliver
32.3/40.017.2/20 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 -
$1,000+Undisclosed50 - 249Cambridge, MA
Ability to deliver
32.2/40.017/20 Reviews8.3/10 Clients & Experience6.9/10 Market PresenceService focus
75% Accounting25% 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 -
$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 -
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.