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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$1,000+$25 - $49 / hr2 - 9Grand Rapids, MI
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Culver CPA Group is a small Accounting company established in 1977. Their services include Accounting and Business Consulting.
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$1,000+$25 - $49 / hr2 - 9Grand Rapids, MI
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Schrotenboer Tax & Accounting is an Accounting company. Their small team is based in Grand Rapids, Michigan. Their services include Accounting.
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$1,000+$25 - $49 / hr10 - 49Grand Rapids, MI
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Accounting company Monroe, Sweeris & Tromp PLLC is based in Grand Rapids, Michigan. The team focuses on Accounting and Business Consulting.
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$1,000+$25 - $49 / hr2 - 9Grand Rapids, MI
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Snyder & Associates , a small Accounting company, is in Grand Rapids, Michigan. The team focuses on Accounting and Custom Software Development.
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$1,000+$25 - $49 / hr10 - 49Grand Rapids, MI
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Brickley DeLong, an Accounting company, was launched in 1975. The team offers Accounting and Business Consulting and is in Grand Rapids, Michigan.
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$1,000+$25 - $49 / hr10 - 49Grand Rapids, MI
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Headquartered in Grand Rapids, Michigan, Helmholdt+Company is an Accounting company. Founded in 1982, the team offers Accounting and Business Consulting.
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$1,000+$25 - $49 / hr2 - 9Kentwood, MI
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DK Weiss & Associates is an Accounting company founded in 2000. Their team specializes in Accounting and Business Consulting.
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$1,000+$25 - $49 / hr2 - 9Des Moines, IA
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Small Accounting company Accounting and Tax Time Services LLC, is located in Des Moines, Iowa. The team offers Accounting and Business Consulting.
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$1,000+$25 - $49 / hr250 - 999Pittsburgh, PA
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Accounting company Schneider Downs is headquartered in Pittsburgh, Pennsylvania. They provide Accounting and Business Consulting.
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$1,000+$25 - $49 / hr10 - 49Des Moines, IA
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Hamilton Juffer + Associates, an Accounting company, was launched in 2006. The firm offers Accounting and Business Consulting.
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$1,000+$25 - $49 / hr10 - 49Pittsburgh, PA
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Accounting company Louis Plung & Company specializes in Accounting and Business Consulting. They were founded in 1921.
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$1,000+$25 - $49 / hr50 - 249Pittsburgh, PA
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Grossman Yanak & Ford LLP is an Accounting company. Launched in 1990, the agency is located in Pittsburgh, Pennsylvania. Their team provides Accounting and Business Consulting.
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$1,000+$25 - $49 / hr10 - 49Pittsburgh, PA
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H2R CPA, an Accounting company, was founded in 1956. Headquartered in Pittsburgh, Pennsylvania, the team offers Accounting and Business Consulting.
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$1,000+$25 - $49 / hr10 - 49Pittsburgh, PA
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Case | Sabatini, an Accounting company, was launched in 1971. They focuses on Accounting and Business Consulting.
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$1,000+$25 - $49 / hr2 - 9Des Moines, IA
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Army Post Accounting is an Accounting company. They were established in 1986 and focus on Accounting and Business Consulting.
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$1,000+$25 - $49 / hr10 - 49Pittsburgh, PA
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Lally & Co. Is a Pittsburgh, Pennsylvania-based Accounting company. They focus on Accounting and Business Consulting and were established in 1983.
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$1,000+$25 - $49 / hr10 - 49Des Moines, IA
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Faller, Kincheloe & Co, a small Accounting company, is headquartered in Des Moines, Iowa and West Des Moines, Iowa. The team offers Accounting and Business Consulting.
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$1,000+$25 - $49 / hr2 - 9Des Moines, IA
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Accounting company Charter Accounting PLC was established in 1995. The small team offers Accounting and Business Consulting.
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$1,000+$25 - $49 / hr2 - 9Pittsburgh, PA
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Kline, Keppel and Koryak, P.C. Is an Accounting company. Located in Pittsburgh, Pennsylvania, the firm focuses on Accounting and Business Consulting.
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$1,000+$25 - $49 / hr2 - 9Urbandale, IA
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Pittman & Company, LLP is an Accounting company. They are headquartered in Urbandale, Iowa and have small team. Their services include Accounting and Business Consulting.
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$1,000+$25 - $49 / hr2 - 9Pittsburgh, PA
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The McQuillan Group is a small Accounting company headquartered in Pittsburgh, Pennsylvania. The team focuses on Accounting and Business Consulting.
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$1,000+< $25 / hr10 - 49Ho Chi Minh City, Vietnam
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HEADHUNT Vietnam is a small HR Consulting company launched in 2011. Their team offers HR Consulting and Accounting.
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$1,000+< $25 / hr50 - 249Ho Chi Minh City, Vietnam
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First Alliances is a HR Consulting company. The midsize Ho Chi Minh City, Vietnam-based team provides HR Consulting and Accounting. The agency was established in 1998.
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$1,000+$25 - $49 / hr2 - 9Des Moines, IA
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Thompson Eich & Tyrrell CPAs is an Accounting company. Their small team is based in Des Moines, Iowa and Fort Dodge, Iowa. Their team focuses on Accounting.
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$1,000+$25 - $49 / hr10 - 49Des Moines, IA
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Midwest Financial Consultants is an Accounting company. The team offers Accounting and is in Des Moines, Iowa.
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$1,000+$25 - $49 / hr10 - 49Des Moines, IA
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Tarbell & Co. Is an Accounting company. The small Des Moines, Iowa-based team offers Accounting and Business Consulting. The firm was established in 1978.
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$1,000+$25 - $49 / hr10 - 49Indianapolis, IN
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London Witte & Company, a small Accounting company, is in Indianapolis, Indiana. Their services include Accounting and Business Consulting.
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$1,000+$25 - $49 / hr10 - 49Indianapolis, IN
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Accounting company MKR CPAs & Advisors was established in 1968. The firm provides Accounting and Business Consulting.
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$1,000+$25 - $49 / hr2 - 9Hartford, CT
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Tomasetti Kulas & Company, P. C is an Accounting company. Launched in 1979, the firm focuses on Accounting and Business Consulting.
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$1,000+$25 - $49 / hr2 - 9Hartford, CT
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Accounting company Bazzano & Rosenbloom is headquartered in Hartford, Connecticut. Established in 2000, the team offers Accounting and Business Consulting.
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$1,000+$25 - $49 / hr2 - 9Indianapolis, IN
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La Rosa & Co. Is an Accounting company. They are headquartered in Indianapolis, Indiana, and their services include Accounting and Business Consulting.
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$1,000+$25 - $49 / hr2 - 9East Hartford, CT
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Craig J. Lubitski Consulting LLC & CJLC LLC is an Accounting company. Launched in 2000, the team provides Accounting.
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$1,000+$25 - $49 / hr10 - 49Indianapolis, IN
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In Indianapolis, Indiana, Comer, Nowling, & Associates is an Accounting company. They specialize in Accounting and Financial Consulting.
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$1,000+< $25 / hr50 - 249Ho Chi Minh City, Vietnam
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ICONIC Co., Ltd. Is a HR Consulting company in Ho Chi Minh City, Vietnam. They focus on HR Consulting and Accounting and were founded in 2008.
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$1,000+< $25 / hr50 - 249Ha Noi, Vietnam
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NIC Human Resource Consulting is an Accounting company established in 2002. Based in Ha Noi, Vietnam, the team specializes in Accounting and Staffing.
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$1,000+$25 - $49 / hr50 - 249Hartford, CT
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Midsize Accounting company Whittlesey, is headquartered in Hartford, Connecticut. The team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed50 - 249Indianapolis, IN
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Founded in 1970, BGBC Partners, LLP is a midsize Indianapolis, Indiana-based Accounting company. Their team offers Accounting and Financial Consulting.
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UndisclosedUndisclosed2 - 9Zionsville, IN
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Small Accounting company Timpe CPA, is based in Zionsville, Indiana. The team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Plano, TX
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Headquartered in Plano, Texas, Ahuja & Clark, PLLC is a small Accounting company. The team offers Accounting.
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UndisclosedUndisclosed2 - 9Indianapolis, IN
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Brookside Accounting is an Indianapolis, Indiana-based Accounting company. Established in 2008, the team focuses on Accounting and Financial Consulting.
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UndisclosedUndisclosed250 - 999Plano, TX
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Founded in 2003, Montgomery Coscia Greilich LLP is an Accounting company. Located in Plano, Texas, the team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Indianapolis, IN
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Founded in 1984, Million & Company is an Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Plano, TX
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Accounting company Steve Hill & Associates is located in Plano, Texas. The team specializes in Accounting.
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UndisclosedUndisclosed50 - 249Carmel, IN
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Dauby O'Connor & Zaleski is a Carmel, Indiana-based Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Plano, TX
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Alex Tong CPA & Associates is a small Plano, Texas-based Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Indianapolis, IN
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Small Accounting company Sherck Hussey, Johnson & McNaughton, LLC, is based in Indianapolis, Indiana. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Plano, TX
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Founded in 2005, Alan Spencer & Associates P.C. Is an Accounting company. Based in Plano, Texas, the team focuses on Accounting.
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UndisclosedUndisclosed10 - 49Plano, TX
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Cornwell Jackson, an Accounting company, was established in 1981. The agency provides Accounting, and is small.
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UndisclosedUndisclosed50 - 249Hartford, FL
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BlumShapiro is a Hartford, Florida-based Accounting company. The team offers Accounting and Cybersecurity.
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UndisclosedUndisclosed2 - 9Houston, TX
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Cypress Creek Personnel Services is a Staffing company. The team specializes in Staffing and Recruiting and is based in Houston, Texas.
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List of the Top 15 Financial Services Companies
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$1,000+< $25 / hr250 - 999Coimbatore, India
Ability to deliver
38.2/40.018.6/20 Reviews10/10 Clients & Experience9.6/10 Market PresenceService focus
25% Accounting75% Other -
Undisclosed$100 - $149 / hr50 - 249Walnut, CA
Ability to deliver
38.2/40.018.2/20 Reviews10/10 Clients & Experience10/10 Market PresenceService focus
30% Accounting70% Other -
UndisclosedUndisclosed10 - 49San Francisco, CA
Ability to deliver
38.1/40.019.4/20 Reviews8.9/10 Clients & Experience9.8/10 Market PresenceService focus
10% Financial Advising & Planning90% Other -
Undisclosed$200 - $300 / hr10 - 49New York, NY
Ability to deliver
37.1/40.017.6/20 Reviews10/10 Clients & Experience9.5/10 Market PresenceService focus
85% Accounting15% Other -
$5,000+$200 - $300 / hr10 - 49Allentown, PA
Ability to deliver
36.8/40.017.2/20 Reviews10/10 Clients & Experience9.6/10 Market PresenceService focus
20% Accounting80% Other -
UndisclosedUndisclosed50 - 249Atlanta, GA
Ability to deliver
36.4/40.017/20 Reviews9.6/10 Clients & Experience9.8/10 Market PresenceService focus
30% Accounting70% Other -
$10,000+$50 - $99 / hr1,000 - 9,999Istanbul, Türkiye
Ability to deliver
36.1/40.016.8/20 Reviews9.3/10 Clients & Experience10/10 Market PresenceService focus
10% Accounting90% Other -
$1,000+< $25 / hr250 - 999
Ability to deliver
35.9/40.016.8/20 Reviews10/10 Clients & Experience9.2/10 Market PresenceService focus
90% Accounting10% Other -
UndisclosedUndisclosed1,000 - 9,999Plantation, FL
Ability to deliver
35.4/40.015.6/20 Reviews10/10 Clients & Experience9.8/10 Market PresenceService focus
10% Accounting90% Other -
$1,000+< $25 / hr250 - 999
Ability to deliver
34.6/40.016.4/20 Reviews9.3/10 Clients & Experience8.9/10 Market PresenceService focus
10% Accounting90% Other -
$1,000+$50 - $99 / hr10 - 49Toronto, Canada
Ability to deliver
34.6/40.016.2/20 Reviews9.5/10 Clients & Experience8.9/10 Market PresenceService focus
40% Accounting10% Financial Advising & Planning50% Other -
$1,000+< $25 / hr50 - 249Jaipur, India
Ability to deliver
34.3/40.017/20 Reviews8/10 Clients & Experience9.3/10 Market PresenceService focus
50% Accounting50% Other -
$1,000+$50 - $99 / hr10 - 49
Ability to deliver
33.5/40.016.6/20 Reviews7.6/10 Clients & Experience9.2/10 Market PresenceService focus
10% Accounting90% Other -
$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 - $49 / hr50 - 249Dubai, United Arab Emirates
Ability to deliver
32.5/40.018.8/20 Reviews6.6/10 Clients & Experience7.1/10 Market PresenceService focus
60% Accounting40% Other -
$1,000+< $25 / hr50 - 249Ho Chi Minh City, Vietnam
Ability to deliver
32.3/40.015.8/20 Reviews7.4/10 Clients & Experience9/10 Market PresenceService focus
30% Accounting70% Other -
$1,000+< $25 / hr50 - 249Philadelphia, PA
Ability to deliver
32.1/40.016.4/20 Reviews9.8/10 Clients & Experience6/10 Market PresenceService focus
50% Accounting50% Other -
$1,000+Undisclosed50 - 249Cambridge, MA
Ability to deliver
32.1/40.017/20 Reviews8.3/10 Clients & Experience6.7/10 Market PresenceService focus
75% Accounting25% Other -
$10,000+< $25 / hr50 - 249Noida, India
Ability to deliver
32/40.016.4/20 Reviews8.3/10 Clients & Experience7.3/10 Market PresenceService focus
80% Accounting20% Other -
$1,000+$25 - $49 / hr50 - 249
Ability to deliver
31.9/40.016.4/20 Reviews10/10 Clients & Experience5.5/10 Market PresenceService focus
50% Accounting50% Other -
UndisclosedUndisclosed50 - 249New York, NY
Ability to deliver
31.9/40.017.4/20 Reviews8.3/10 Clients & Experience6.1/10 Market PresenceService focus
34% Accounting66% Other -
UndisclosedUndisclosed50 - 249Palo Alto, CA
Ability to deliver
31.9/40.016.2/20 Reviews7.2/10 Clients & Experience8.5/10 Market PresenceService focus
90% Accounting10% Other -
$1,000+$150 - $199 / hr10 - 49Victoria, Canada
Ability to deliver
31.7/40.016.2/20 Reviews8.6/10 Clients & Experience7/10 Market PresenceService focus
50% Accounting50% Other
Financial Services Firm FAQs
Financial services firms help individuals and organizations manage, grow, and protect their money. Depending on their niche, they might structure mergers and acquisitions, design retirement plans, underwrite insurance policies, or build tech platforms that streamline back-office banking functions. In short, they translate complex financial regulations and market data into actionable strategies that improve profitability and reduce risk.
Financial services firms have different expertise and solutions aimed at helping businesses achieve their unique objectives. Typical offerings include:
- Investment banking (capital raises, IPO support, M&A advisory)
- Wealth and asset management
- Accounting, audit, and tax planning
- Risk management and insurance brokerage
- Payment processing and merchant services
- Fintech development and systems integration
- Regulatory compliance and internal control reviews
Many firms bundle complementary services—e.g., tax planning plus wealth management—to deliver comprehensive end-to-end support.
The cost of hiring a dedicated financial services firm varies greatly depending on the type of service and other key variables. Here’s a quick breakdown of costs:
- Hourly consulting: $150 – $500+
- Fixed-fee audits or compliance reviews: $5,000 – $50,000
- Ongoing wealth management: 0.5% – 2% of assets under management (AUM)
- Fintech development projects: $25,000 – $500,000+ depending on scope
Other factors that influence costs include location, firm reputation, and project complexity. Always request a detailed proposal that breaks down deliverables, timelines, and any success-based fees.
- Define your objectives—e.g., raise capital, automate reporting, or diversify investments.
- Shortlist firms with proven experience in your industry or asset class.
- Check Clutch reviews for transparency on results, communication, and ethics.
- Evaluate certifications (CFA, CPA, FINRA registrations) and regulatory history.
- Compare pricing models to ensure incentives align with your goals.
- Guaranteed returns or unrealistic projections
- Lack of written compliance policies or regulatory disclosures
- Vague fee structures or hidden performance charges
- Limited client references or no third-party audits
- Poor communication cadence or reluctance to share proprietary methodologies
- Which regulators oversee your practice, and are you in good standing?
- Can you share case studies that mirror our size and objectives?
- How is your compensation structured, and do you receive referral incentives?
- What technology or security frameworks protect our sensitive data?
- How will you measure success, and how often will we review performance?
Freelance advisors often specialize in one area, such as tax prep or bookkeeping, and can be cost-effective for straightforward tasks. On the other hand, full-service firms provide multidisciplinary teams —consisting of analysts, compliance officers, and technologists— capable of handling complex, interconnected projects like cross-border M&A or enterprise-level digital transformation.
Key metrics depend on the engagement. Usually, financial services firms monitor the following:
- Wealth management: portfolio growth versus benchmark indices
- Fintech implementation: reduction in processing time or error rates
- Risk consulting: lower insurance premiums or improved credit ratings
Clear KPIs should be defined in your engagement letter and tracked through regular, data-driven reports.