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 - 9Colorado Springs, CO
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Westside Tax Service, LLC is an Accounting company. Founded in 2014, the team offers Accounting. The company is located in Colorado Springs, Colorado.
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UndisclosedUndisclosed10 - 49Boulder, CO
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Launched in 2004, Richtr Financial Studio is a small Accounting company. Their team specializes in Accounting.
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UndisclosedUndisclosed10 - 49Manassas, VA
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Frye & Company, CPAs is a small Accounting company. They provide Accounting and were launched in 2002.
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UndisclosedUndisclosed10 - 49Blackburn, Australia
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TBT Accounting, a small Accounting company, is located in Blackburn, Australia. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosedFreelancerSan Jose, CA
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Small Accounting company Martin Lowe, MBA, EA, CPA, is headquartered in San Jose, California. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Wayzata, MN
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Accounting company Lee Financial Group specializes in Accounting. They are based in Wayzata, Minnesota.
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Undisclosed$100 - $149 / hr10 - 49Indianapolis, IN
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Accounting company Pattar & Co. CPA, Inc. Is in Indianapolis, Indiana and Fort Wayne, Indiana. Established in 1996, the team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Montgomery, AL
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Associated CPAs is an Accounting company founded in 1979. The company provides Accounting and Business Consulting, and is small.
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$1,000+$100 - $149 / hr2 - 9St. Louis, MO
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E&A CFO Group is an Accounting company. They are in St. Louis, Missouri. Their team specializes in Accounting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed2 - 9Woy Woy, Australia
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Launched in 2020, MYC Partners is a Business Consulting company. In Woy Woy, Australia, the team focuses on Business Consulting and Accounting.
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UndisclosedUndisclosed10 - 49Laurel, MD
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ACR Accounting & Consulting Resources is a small Accounting company. They provide Accounting and Business Consulting and were established in 1998.
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UndisclosedUndisclosed2 - 9Minneapolis, MN
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Tonsager Tax & Accounting Services is a Minneapolis, Minnesota-based Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Indianapolis, IN
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Brad Smith, CPA, LLC is an Accounting company. The company is based in Indianapolis, Indiana. Their team focuses on Accounting and Business Consulting.
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Undisclosed$200 - $300 / hr2 - 9Montclair, NJ
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Law Office Systems, Inc. Is a small Business Consulting company founded in 1985. Their team offers Business Consulting and IT strategy consulting.
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UndisclosedUndisclosed2 - 9Davis, CA
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Accounting company Newman Associates CPA is located in Davis, California. They offer Accounting and Business Consulting and were established in 1998.
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UndisclosedUndisclosed2 - 9Fresno, CA
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Terry L. Stone, CPA, a small Accounting company, is located in Fresno, California. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Salem, OR
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Brenner & Co. Is an Accounting company established in 1946. The team provides Accounting and Business Consulting and is in Salem, Oregon.
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UndisclosedUndisclosed2 - 9Sydney, Australia
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Levi Consulting, a small Accounting and Business Consulting company, is based in Sydney, Australia. The team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Dyer, IN
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Accounting company Gineris & Associates is headquartered in Dyer, Indiana. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Greenwood, MS
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Taylor Powell Wilson & Hartford, P. A., an Accounting company, was launched in 1917. The firm specializes in Accounting, and is small.
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UndisclosedUndisclosed2 - 9Pittsburgh, PA
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Siegel and Company PC, an Accounting company, was launched in 2013. The firm focuses on Accounting.
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$1,000+$200 - $300 / hr2 - 9Charlotte, NC
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Accounting company Fisher, P.A. A CPA Firm was established in 2014. The team provides Accounting and is located in Charlotte, North Carolina.
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UndisclosedUndisclosed2 - 9
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Teh Financial Coaching is a Business Consulting company. The Milpitas, California-based firm was founded in 2016. Their team offers Business Consulting and Accounting.
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UndisclosedUndisclosed10 - 49
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DK Partners, PC is a small Accounting company in. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Perth Amboy, NJ
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Small Accounting company Adachi Financial Services, is headquartered in Perth Amboy, New Jersey. The team provides Accounting.
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UndisclosedUndisclosed50 - 249Lagos, Nigeria
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Tax Law company Stransact (Chartered Accountants) was established in 2009. The team offers Tax Law and IT managed services and is in Lagos, Nigeria.
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UndisclosedUndisclosed2 - 9Hilliard, OH
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Ohler Bookkeeping is a small Accounting company located in Hilliard, Ohio. The team focuses on Accounting.
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UndisclosedUndisclosed50 - 249Colombo, Sri Lanka
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Founded in 2019, H-Connect International (Pvt) Ltd is a Back Office Outsourcing company. The team specializes in Back Office Outsourcing and Accounting.
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UndisclosedUndisclosed2 - 9Melbourne, Australia
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Ample Finance is an Accounting company. Their small team of employees is in Melbourne, Australia. Their team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Manchester, NH
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Rodger W Wolf & Company, PC, an Accounting company, was founded in 2009. They provides Accounting.
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$10,000+$200 - $300 / hr10 - 49Bakersfield, CA
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Established in 2016, Sandoval Tax, a small Accounting company, is located in Bakersfield, California. Their team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Scotts Valley, CA
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Small Business Consulting Inc is an Accounting company. Founded in 1967, their team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Toledo, OH
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ToledoCPAs.com is an Accounting company. Located in Toledo, Ohio, their small team focuses on Accounting. The firm was launched in 1990.
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UndisclosedUndisclosed2 - 9Nundah, Australia
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In Nundah, Australia, Avers is an Accounting company. The team offers Accounting.
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UndisclosedUndisclosed10 - 49Dover, DE
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Accounting company Faw Casson focuses on Accounting and Business Consulting. They were launched in 1944.
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UndisclosedUndisclosed10 - 49Naperville, IL
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Headquartered in Naperville, Illinois, AMC Accounting Solutions is an Accounting company. The team offers Accounting.
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UndisclosedUndisclosed2 - 9Perth, Australia
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LA Trobe Bookkeeping is a small Accounting company based in Perth, Australia. The team specializes in Accounting and Business Consulting.
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Undisclosed$100 - $149 / hr2 - 9Bethlehem, PA
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Boundless Tax® is an Accounting company established in 2013. The team specializes in Accounting and is in Bethlehem, Pennsylvania.
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UndisclosedUndisclosed10 - 49Richmond, VA
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Seltek Technology Solutions is an IT managed services company. Launched in 1998, the team focuses on IT managed services and Cybersecurity. The company is headquartered in Richmond, Virginia.
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$10,000+$25 - $49 / hr10 - 49دبي, United Arab Emirates
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Dynamics Business Solutions is an Accounting company. The team is in دبي, United Arab Emirates and Abu Dhabi, United Arab Emirates, and their services include Accounting and CRM consulting and
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$1,000+$200 - $300 / hr2 - 9Covington, WA
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RMMC Consulting is a Business Consulting company. They are headquartered in Covington, Washington. Their team provides Business Consulting.
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UndisclosedUndisclosed10 - 49Vero Beach, FL
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Level Accounting & Advisory is an Accounting company headquartered in Vero Beach, Florida. They provide Accounting.
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UndisclosedUndisclosedFreelancerOakland Park, FL
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Sas Prinzivalli, CPA PA is an Accounting company. Launched in 2015, the team provides Accounting.
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$1,000+$150 - $199 / hr10 - 49Provo, UT
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Accounting company ProvenCFO specializes in Accounting and Fractional CFO Services. They were founded in 2017.
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UndisclosedUndisclosed10 - 49Brookfield, WI
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The VanderBloemen Group, an Accounting company, is headquartered in Brookfield, Wisconsin and Juneau, Wisconsin. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Sparks, NV
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AD Virtual Services, an Accounting company, was established in 2011. Located in Sparks, Nevada, the team provides Accounting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed2 - 9Vancouver, WA
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Founded in 2001, Northwest Accounting & Tax Service is an Accounting company. Located in Vancouver, Washington, the team focuses on Accounting.
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UndisclosedUndisclosed2 - 9West Palm Beach, FL
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Accounting company Accounting by Stephany was established in 1990. The team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Anchorage, AK
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Alaska´s Best Payroll Solution is an Accounting company. The agency is in Anchorage, Alaska. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Toronto, Canada
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In Toronto, Canada, Milman & Company Chartered Accountants is a small Accounting company. Their services include Accounting.
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List of the Top 15 Financial Services Companies
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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$100 - $149 / hr50 - 249Walnut, CA
Ability to deliver
38/40.018/20 Reviews10/10 Clients & Experience10/10 Market PresenceService focus
30% Accounting70% Other -
$5,000+$200 - $300 / hr10 - 49Allentown, PA
Ability to deliver
37.2/40.017.6/20 Reviews10/10 Clients & Experience9.6/10 Market PresenceService focus
20% Accounting80% Other -
Undisclosed$200 - $300 / hr10 - 49New York, NY
Ability to deliver
36.9/40.017.4/20 Reviews10/10 Clients & Experience9.5/10 Market PresenceService focus
85% Accounting15% Other -
$1,000+< $25 / hr250 - 999Coimbatore, India
Ability to deliver
36.8/40.017.2/20 Reviews10/10 Clients & Experience9.6/10 Market PresenceService focus
25% Accounting75% 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 -
$1,000+< $25 / hr250 - 999
Ability to deliver
36.2/40.017/20 Reviews10/10 Clients & Experience9.2/10 Market PresenceService focus
90% Accounting10% Other -
$10,000+$50 - $99 / hr1,000 - 9,999Istanbul, Türkiye
Ability to deliver
36.1/40.016.8/20 Reviews9.3/10 Clients & Experience10/10 Market PresenceService focus
10% Accounting90% Other -
UndisclosedUndisclosed1,000 - 9,999Plantation, FL
Ability to deliver
35.4/40.015.6/20 Reviews10/10 Clients & Experience9.8/10 Market PresenceService focus
10% Accounting90% Other -
$1,000+< $25 / hr250 - 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 -
$1,000+$50 - $99 / hr10 - 49
Ability to deliver
33.3/40.016.4/20 Reviews7.6/10 Clients & Experience9.2/10 Market PresenceService focus
10% Accounting90% Other -
$1,000+$100 - $149 / hr2 - 9Schaumburg, IL
Ability to deliver
33.1/40.016.6/20 Reviews9.2/10 Clients & Experience7.3/10 Market PresenceService focus
45% Accounting55% Other -
UndisclosedUndisclosed10 - 49Londonderry, NH
Ability to deliver
33.1/40.019/20 Reviews6.9/10 Clients & Experience7.2/10 Market PresenceService focus
80% Accounting20% 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 -
UndisclosedUndisclosed50 - 249Syracuse, NY
Ability to deliver
33/40.016.6/20 Reviews8.7/10 Clients & Experience7.7/10 Market PresenceService focus
40% Accounting60% Other -
UndisclosedUndisclosed50 - 249San Francisco, CA
Ability to deliver
33/40.017/20 Reviews9/10 Clients & Experience6.9/10 Market PresenceService focus
45% Accounting55% 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 -
$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 / 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 - 249Dubai, United Arab Emirates
Ability to deliver
32.1/40.018.8/20 Reviews6.6/10 Clients & Experience6.7/10 Market PresenceService focus
60% Accounting40% Other -
$1,000+< $25 / hr50 - 249Philadelphia, PA
Ability to deliver
32.1/40.016.4/20 Reviews9.8/10 Clients & Experience6/10 Market PresenceService focus
50% Accounting50% Other -
$1,000+Undisclosed50 - 249Cambridge, MA
Ability to deliver
32.1/40.017/20 Reviews8.3/10 Clients & Experience6.7/10 Market PresenceService focus
75% Accounting25% Other -
$10,000+< $25 / hr50 - 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+$150 - $199 / hr10 - 49Victoria, Canada
Ability to deliver
31.9/40.016.4/20 Reviews8.6/10 Clients & Experience7/10 Market PresenceService focus
50% Accounting50% 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
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.