Top Financial Services Firms
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$50,000+$200 - $300 / hr10 - 49Bee Cave, TXServices provided
See all 7 projectsCSTMR is a digital marketing agency specializing in branding, web development, and fintech marketing strategies. Their reviews reflect a high level of satisfaction, with 100% of clients impressed by their deep industry knowledge and responsive project management. Clients frequently commend CSTMR's ability to deliver on time and their strategic approach to content and SEO, highlighting a seamless integration into client teams for successful project outcomes.
$25,000+Undisclosed250 - 999Sydney, AustraliaServices provided
See all 2 projectsTalent Formula is an accounting services firm that specializes in talent acquisition and management for industry-specific needs, including financial analysts and accountants. They have been praised for their efficient recruitment process and cultural alignment, contributing to a 100% positive feedback rate for their support in business growth and team integration.
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UndisclosedUndisclosed10 - 49Amarillo, TX
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Brosier & Buchanan Partners is a small Accounting company. They offer Accounting and Business Consulting and were founded in 2001.
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UndisclosedUndisclosed2 - 9Pleasant Hill, CA
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Brokstein & Associates CPAs LLP is an Accounting company. The Pleasant Hill, California-based team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Pleasant Hill, CA
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Timothy F. Brophy, CPA, MBA is an Accounting company headquartered in Pleasant Hill, California. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Hendersonville, TN
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Sean Roach & Associates, P.C is an Accounting company. The small Hendersonville, Tennessee-based team offers Accounting. The agency was established in 2003.
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UndisclosedUndisclosed2 - 9Sydney, Australia
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In Sydney, Australia, AJML Group Pty Ltd is an Accounting company. Launched in 2005, the team offers Accounting.
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UndisclosedUndisclosed10 - 49Pleasant Hill, CA
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Accounting company Johnston Gremaux & Rossi, LLP was established in 1973. The small team provides Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Palm Harbor, FL
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Peck Jenkins Kershner CPAs PA is an Accounting company founded in 1995. The small team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Clearwater, FL
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Located in Clearwater, Florida, Bedinghaus & Company, CPA is an Accounting company. They provide Accounting.
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UndisclosedUndisclosed2 - 9Treasure Island, FL
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Liberte Management Group is a Treasure Island, Florida-based Accounting and Commercial Property Management company. The team provides Accounting and Commercial Property Management.
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UndisclosedUndisclosedFreelancerLargo, FL
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Donovan & Limroth, CPAs is an Accounting company located in Largo, Florida. Established in 1993, the team offers Accounting.
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UndisclosedUndisclosed10 - 49Oldsmar, FL
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Founded in 1988, DiMarco & Associates, CPAs is an Accounting company. Based in Oldsmar, Florida, the team offers Accounting.
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UndisclosedUndisclosed10 - 49Tampa, FL
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Auditwerx is a small Tampa, Florida-based Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Sydney, Australia
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Founded in 2010, Traverse Accountants is a small Accounting company. Their team specializes in Accounting.
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UndisclosedUndisclosed10 - 49Sarasota, FL
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Lichtenstein, Briefman & Sabella CPAs is a small Sarasota, Florida-based Accounting company. The team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Sydney, Australia
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Silver Peacock & Co is a small Accounting company based in Sydney, Australia. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Brentwood, TN
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Waterford Tax Group is an Accounting company. They are in Brentwood, Tennessee. Their team offers Accounting.
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UndisclosedUndisclosed10 - 49Melbourne, Australia
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RJ PLUS is a small Accounting company. They specialize in Accounting and were established in 2014.
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UndisclosedUndisclosed2 - 9Sydney, Australia
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Accounting company Platinum Cloud Accounting was established in 2012. The team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Brentwood, TN
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Sterling Consulting Services, PLLC is an Accounting company. The agency is headquartered in Brentwood, Tennessee. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Melbourne, Australia
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Valles Accountants Pty Ltd is an Accounting company. The small Melbourne, Australia-based team specializes in Accounting. The firm was founded in 2013.
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UndisclosedUndisclosed2 - 9Cookeville, TN
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Located in Cookeville, Tennessee, PHIPPS CPA is a small Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Roanoke, VA
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Roanoke Regional Small Business Development is an Accounting and Business Consulting company established in 1990. The firm focuses on Accounting and Business Consulting, and is small.
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UndisclosedUndisclosed2 - 9Raleigh, NC
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Launched in 1966, James A Lucas and Company LLP, CPAs is an Accounting company. The team focuses on Accounting and is based in Raleigh, North Carolina.
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UndisclosedUndisclosed10 - 49Raleigh, NC
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Established in 1981, Norton Collar Lund Lilley, PLLC is an Accounting company. The team offers Accounting.
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UndisclosedUndisclosed2 - 9Durham, NC
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In Durham, North Carolina, Thomas & Gibbs CPAs, PLLC is a small Accounting company. The team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Charlotte, NC
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Potter & Company is an Accounting company. Founded in 1962, the agency is headquartered in Charlotte, North Carolina. Their team specializes in Accounting.
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UndisclosedUndisclosed2 - 9London, England
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Pebble Accounting is an Accounting company. They were established in 2014 and focus on Accounting.
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UndisclosedUndisclosed2 - 9
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DananSarzin Chartered Accountants is an Accounting company. Launched in 2014, the firm is located in London, England. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Knightdale, NC
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The Tennie Group LLC is an Accounting company. Their small team is based in Knightdale, North Carolina. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Smithfield, NC
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A&E Accounting Group, LLC is an Accounting company launched in 2011. The team provides Accounting and is in Smithfield, North Carolina.
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UndisclosedUndisclosed10 - 49Rocky Mount, NC
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Oettinger & Company, CPA, P.A., an Accounting company, was launched in 1995. The small team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Raleigh, NC
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Based in Raleigh, North Carolina, Dunn, Dunn & Oakes, CPAs, PLLC is a small Accounting company. The team provides Accounting.
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UndisclosedUndisclosed10 - 49Guadalajara, Mexico
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Agentek S.C. Is an Accounting company. Headquartered in Guadalajara, Mexico, their team provides Accounting and HR Consulting.
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UndisclosedUndisclosed10 - 49Columbia, MD
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BFJ Financial Group is a Columbia, Maryland-based Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Columbia, MD
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SGA CPA, a small Accounting company, is in Columbia, Maryland. The team offers Accounting.
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UndisclosedUndisclosed2 - 9Upper Marlboro, MD
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Savvy Financial Solutions Inc is an Accounting company. Located in Upper Marlboro, Maryland, the agency offers Accounting.
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UndisclosedUndisclosed2 - 9Pleasant Hill, CA
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Accounting company Arlene K. Mose, CPA focuses on Accounting. They are based in Pleasant Hill, California.
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UndisclosedUndisclosed2 - 9Pikesville, MD
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KatzCohen CPA's, an Accounting company, specialize in Accounting. They were established in 2010.
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UndisclosedUndisclosed10 - 49Zapopan, Mexico
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FHR - First Human Resources, a Staffing company, was established in 2012. The agency offers Staffing and Recruiting, and is small.
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UndisclosedUndisclosed2 - 9Guadalajara, Mexico
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Located in Guadalajara, Mexico, Nexus Human Services is a Staffing company. They specialize in Staffing and Recruiting.
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UndisclosedUndisclosed10 - 49Guadalajara, Mexico
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Advacoo Consulting is an Accounting company established in 2018. The firm focuses on Accounting.
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UndisclosedUndisclosed2 - 9Boone, NC
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Founded in 1980, Combs, Tennant & Carpenter, P.C., a small Accounting company, is located in Boone, North Carolina. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Charlotte, NC
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LB&J Certified Public Accountants is an Accounting company. The team is in Charlotte, North Carolina, and their services include Accounting.
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UndisclosedUndisclosed2 - 9Raleigh, NC
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Lindsey, Lindsey & Mueller, an Accounting company, is headquartered in Raleigh, North Carolina. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Burlington, NC
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Apple, Bell, Johnson & Co., P.A. Is an Accounting company. The Burlington, North Carolina-based agency was established in 1945. Their services include Accounting.
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UndisclosedUndisclosed50 - 249Hickory, NC
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Martin Starnes & Associates, CPAs, P.A. Is a midsize Accounting company founded in 1987. Their team focuses on Accounting.
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UndisclosedUndisclosed2 - 9
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Marin Tax CPA is an Accounting company. The firm is based in Tiburon Blvd. Mill Valley, California. Their team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Wake Forest, NC
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Dawkins & Murray CPA PA is an Accounting company. They are based in Wake Forest, North Carolina and have small team. Their services include Accounting.
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UndisclosedUndisclosed2 - 9San Rafael, CA
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Accounting company ROBERT BROWNSTEIN CPA is headquartered in San Rafael, California. They specialize in Accounting.
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UndisclosedUndisclosed2 - 9Salmon Arm, Canada
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Benieta Accounting & Business Consulting, a small Accounting company, is based in Salmon Arm, Canada. The team offers 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.