Top Financial Services Firms
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$50,000+$200 - $300 / hr10 - 49Bee Cave, TXServices provided
See all 6 projectsCSTMR is a prominent digital marketing agency specializing in fintech and financial services, offering services such as digital marketing strategies, brand optimization, SEO, content marketing, and website development. The reviews reflect overwhelmingly positive feedback, with approximately 90% emphasizing CSTMR's exceptional project management, timely delivery, and effective communication. Clients consistently highlight CSTMR's domain expertise, innovative approach, and partnership-oriented culture, with over half noting their adaptability and customer-centric focus. Overall, CSTMR is highly recommended for their ability to drive growth and enhance brand presence.
$25,000+Undisclosed250 - 999Sydney, AustraliaServices provided
See all 2 projectsTalent Formula is an accounting services firm that specializes in talent acquisition and management for industry-specific needs, including financial analysts and accountants. They have been praised for their efficient recruitment process and cultural alignment, contributing to a 100% positive feedback rate for their support in business growth and team integration.
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UndisclosedUndisclosed2 - 9Sydney, Australia
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Small Accounting company DBC Advisory, is in Sydney, Australia. The team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Laguna Hills, CA
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Skorheim & Associates, AAC is an Accounting company. Founded in 1995, the firm is headquartered in Laguna Hills, California. Their team provides Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Sydney, Australia
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Accounting company BCG Financial Services was founded in 2008. The agency offers Accounting and Business Consulting, and is small.
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UndisclosedUndisclosed2 - 9Sydney, Australia
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North Financial Advisors is an Accounting company. They specialize in Accounting and are located in Sydney, Australia.
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UndisclosedUndisclosed2 - 9Mission Viejo, CA
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ELAINE LEW, CPA is an Accounting company. They are in Mission Viejo, California and have small team. They provide Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Sydney, Australia
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Accounting company buckleybrown was launched in 2013. Headquartered in Sydney, Australia, the team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Laguna Hills, CA
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William M. Stark, CPA, an Accounting company, was established in 2010. The team provides Accounting and Business Consulting.
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UndisclosedUndisclosed50 - 249Sydney, Australia
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BRI Ferrier is an Accounting company. The Sydney, Australia-based agency was established in 2008. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Panamá, Panama
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Candanedo y Candanedo is an Accounting company. Their team is headquartered in Panamá, Panama and offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Philadelphia, PA
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Philly CFO is an Accounting company. They are located in Philadelphia, Pennsylvania and have small team. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Fort Washington, PA
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Launched in 2015, McCusker Associates is an Accounting company. Based in Fort Washington, Pennsylvania, the team provides Accounting.
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UndisclosedUndisclosed2 - 9Philadelphia, PA
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Weisz Accounting Services is an Accounting company. The Philadelphia, Pennsylvania-based company was launched in 1952. Their team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Philadelphia, PA
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Small Accounting company Wisla & Cohen, LLP, is located in Philadelphia, Pennsylvania. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Philadelphia, PA
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MCA Accounting & Consulting, a small Accounting company, is in Philadelphia, Pennsylvania. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Laguna Hills, CA
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David W. Hickam, CPA is a Laguna Hills, California-based Accounting company. They focus on Accounting.
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UndisclosedUndisclosed10 - 49Sydney, Australia
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Financial Reporting Specialists is a Sydney, Australia-based Accounting company. The team offers Accounting.
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UndisclosedUndisclosed2 - 9Sydney, Australia
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UBS Accountants is a small Accounting company in Sydney, Australia. Their services include Accounting.
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UndisclosedUndisclosed250 - 999Sydney, Australia
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Founded in 2007, Account Consultant is a midsize Sydney, Australia-based Accounting company. Their team focuses on Accounting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed2 - 9Laguna Hills, CA
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Founded in 1992, Munir G Dhalla CPA, a small Accounting company, is based in Laguna Hills, California. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Sydney, Australia
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Located in Sydney, Australia, iKeep is an Accounting company. The team offers Accounting.
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UndisclosedUndisclosed2 - 9Panama City, Panama
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Small Accounting company MB & Asociados Panama, is in Panama City, Panama. The team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9
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Located in Panama City, Panama, MACIAS OSTIA & ASOCIADOS is a small Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Laguna Hills, CA
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Established in 1999, Moshenko & Associates, Inc. CPA's is a small Accounting company headquartered in Laguna Hills, California. Their team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Sydney, Australia
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James Gock & Co is a Sydney, Australia-based Accounting company. Founded in 1976, the team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Laguna Hills, CA
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Sarah Nagel, CPA, an Accounting company, is based in Laguna Hills, California. They focus on Accounting and were launched in 1988.
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UndisclosedUndisclosed2 - 9Laguna Hills, CA
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Founded in 1987, Chris B Mizar, CPA, a small Accounting company, is located in Laguna Hills, California. Their team offers Accounting.
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UndisclosedUndisclosed10 - 49Sydney, Australia
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Lumina Chartered Accountants, an Accounting company, is based in Sydney, Australia. They offer Accounting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed2 - 9Laguna Hills, CA
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Launched in 2016, Bucur Mushinskie CPAs is a small Accounting company. Their team offers Accounting.
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UndisclosedUndisclosed2 - 9Sydney, Australia
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Causbrook & Associates is an Accounting company. Established in 2001, the team focuses on Accounting.
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UndisclosedUndisclosed10 - 49Sydney, Australia
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Ure Lynam & Co is an Accounting company. They focus on Accounting and Business Consulting and are based in Sydney, Australia.
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UndisclosedUndisclosed2 - 9Laguna Hills, CA
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Small Accounting company Greber Tax Advisors, is based in Laguna Hills, California. The team provides Accounting.
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UndisclosedUndisclosed2 - 9Laguna Hills, CA
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Perry Engel CPA, Inc. Is an Accounting company. The agency is headquartered in Laguna Hills, California. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Irvine, CA
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PutmanGroup, CPA, an Accounting company, was launched in 1988. The team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Sydney, Australia
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V J Ryan & Co Services Pty Limited is an Accounting company. Their small team is based in Sydney, Australia. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Orange, CA
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In Orange, California, Bryars Tolleson Spires & Whitton, LLP is an Accounting company. They provide Accounting and Business Consulting and were launched in 2012.
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UndisclosedUndisclosed2 - 9Alturas, CA
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Monica Derner, Certified Public Accountant is an Accounting company headquartered in Alturas, California. Founded in 2013, the team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed250 - 999Guadalajara, Mexico
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Asyse Consultores en Recursos Humanos is an Accounting company. The Guadalajara, Mexico-based company was established in 2004. Their team offers Accounting and Recruiting.
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UndisclosedUndisclosed10 - 49Sydney, Australia
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DFK Richard Hill, an Accounting company, is based in Sydney, Australia. They specialize in Accounting and Business Consulting and were established in 1985.
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UndisclosedUndisclosed2 - 9Sutter Creek, CA
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DAVID L. FULTON C.P.A. Is an Accounting company. Their small team is based in Sutter Creek, California. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Placerville, CA
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Small Accounting company Karen's Tax and Financial Services, is based in Placerville, California. The team specializes in Accounting.
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UndisclosedUndisclosed50 - 249Sydney, Australia
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Navkar Consultancy Services is a Sydney, Australia-based Accounting company. Launched in 2016, the team specializes in Accounting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed2 - 9Sydney, Australia
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Penguin Management Pty Ltd is a small Accounting company launched in 1994. Their team offers Accounting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed2 - 9American Canyon, CA
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David R. York, CPA MST is a small Accounting company located in American Canyon, California. The team provides Accounting.
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UndisclosedUndisclosed2 - 9American Canyon, CA
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Hamati Bookkeeping & Tax Services is an Accounting company based in American Canyon, California. The team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Walnut Creek, CA
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Founded in 2014, Green CPA Firm is a small Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Vallejo, CA
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KEITH PAPISH, CPA is an Accounting company launched in 2015. Based in Vallejo, California, the team specializes in Accounting.
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UndisclosedUndisclosed50 - 249Guadalajara, Mexico
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HEZA Consultoria Integral SC is an Accounting company. They provide Accounting and Business Consulting and were established in 1991.
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UndisclosedUndisclosed10 - 49Guadalajara, Mexico
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GOTH Consultores Asociados MÉXICO is an Accounting company founded in 2010. The team offers Accounting and Business Consulting.
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UndisclosedUndisclosed50 - 249Guadalajara, Mexico
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Dylmi S.A. De C.V. Is a Guadalajara, Mexico-based Staffing company. They focus on Staffing and Recruiting.
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UndisclosedUndisclosed2 - 9Liverpool, England
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Vital Accountancy is a small Accounting company based in Liverpool, England. Their services include 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 -
$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 -
$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 -
$5,000+$100 - $149 / hr10 - 49
Ability to deliver
33.3/40.017.4/20 Reviews7/10 Clients & Experience9/10 Market PresenceService focus
30% Accounting70% 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 -
$1,000+$50 - $99 / hr10 - 49
Ability to deliver
33.1/40.016.2/20 Reviews7.6/10 Clients & Experience9.2/10 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 -
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.