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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$1,000+$25 - $49 / hr10 - 49Albuquerque, NM
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Pulakos CPAs PC, an Accounting company, was established in 1960. The small team provides Accounting and Business Consulting.
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$1,000+$25 - $49 / hr2 - 9Albuquerque, NM
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Garcia CPA Accounting Firm, PC is a small Albuquerque, New Mexico-based Accounting company. Their services include Accounting and Business Consulting.
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$1,000+$25 - $49 / hr2 - 9Albuquerque, NM
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McKinney & Associates, CPAs is an Accounting company. Their small team is located in Albuquerque, New Mexico. Their services include Accounting and Business Consulting.
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$1,000+$25 - $49 / hr2 - 9Albuquerque, NM
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Muehlmeyer, P.C., CPA is a small Albuquerque, New Mexico-based Accounting company. The team provides Accounting and Business Consulting.
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$1,000+$25 - $49 / hr2 - 9Albuquerque, NM
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Palmer & Co., PA is an Albuquerque, New Mexico-based Accounting company. They offer Accounting and Business Consulting and were founded in 1992.
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$1,000+$25 - $49 / hr2 - 9Cleveland, OH
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Newman & Company is a small Accounting company in Cleveland, Ohio. The team focuses on Accounting and Business Consulting.
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$1,000+$25 - $49 / hr2 - 9Cleveland, OH
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Henton & Associates, Inc., an Accounting company, was founded in 2005. The company specializes in Accounting and Business Consulting.
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$1,000+$25 - $49 / hr2 - 9Cleveland, OH
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Headquartered in Cleveland, Ohio, Zuber Gardner CPAs Inc. Is a small Accounting company. The team focuses on Accounting and Business Consulting.
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$1,000+$25 - $49 / hr10 - 49Columbus, OH
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Parms + Company, LLC is an Accounting company. Located in Columbus, Ohio, their team focuses on Accounting and Finance & Accounting Outsourcing (FAO).
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$1,000+$25 - $49 / hr2 - 9Columbus, OH
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Bolon, Hart & Buehler, Inc. Is an Accounting company. They are headquartered in Columbus, Ohio and have small team. Their services include Accounting and Business Consulting.
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$1,000+$25 - $49 / hr2 - 9Columbus, OH
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BBI Accounting is a small Columbus, Ohio-based Accounting company. The team provides Accounting and Business Consulting.
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$1,000+$25 - $49 / hr2 - 9Colorado Springs, CO
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Harrison Tax Services is an Accounting company. They are based in Colorado Springs, Colorado and have small team. Their services include Accounting and Business Consulting.
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$1,000+$25 - $49 / hr2 - 9Bexley, OH
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Accounting company Perfect Balance Accounting is located in Bexley, Ohio. Established in 1992, the team offers Accounting.
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$1,000+$25 - $49 / hr10 - 49Omaha, NE
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Masimore, Magnuson & Associates PC, an Accounting company, was established in 1973. They provides Accounting and Business Consulting.
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UndisclosedUndisclosedFreelancerOmaha, NE
Services provided
Established in 2015, Barb Brady, LLC is a small Accounting company headquartered in Omaha, Nebraska. Their team focuses on Accounting.
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$1,000+$25 - $49 / hr2 - 9Omaha, NE
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Small Accounting company Baas & Associates PC, is in Omaha, Nebraska. The team offers Accounting.
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$1,000+$25 - $49 / hr2 - 9Omaha, NE
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Steier & Prchal, Ltd. Is a small Omaha, Nebraska-based Accounting company. Their services include Accounting and Business Consulting.
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$1,000+$25 - $49 / hr2 - 9Omaha, NE
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Anderson & Schlautman PC, an Accounting company, was founded in 1945. They provides Accounting.
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$1,000+$25 - $49 / hr2 - 9Omaha, NE
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Boyle, Hess & Elliott, CPAs, P.C. Is an Omaha, Nebraska-based Accounting company. Their services include Accounting and Business Consulting.
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$1,000+$25 - $49 / hr50 - 249Columbus, OH
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GBQ Partners is an Accounting company. Their midsize team is located in Columbus, Ohio. Their services include Accounting and Business Consulting.
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$1,000+$25 - $49 / hr10 - 49Omaha, NE
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Accounting company Hemenway Associates Inc. Was launched in 1986. The firm specializes in Accounting and Business Consulting, and is small.
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$1,000+$25 - $49 / hr10 - 49Colorado Springs, CO
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Watson CPA Group is an Accounting company. The team is located in Colorado Springs, Colorado, and their services include Accounting and Business Consulting.
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$1,000+$25 - $49 / hr2 - 9Omaha, NE
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Dutton & Associates PC is an Accounting company. The Omaha, Nebraska-based agency was launched in 1956. Their services include Accounting and Business Consulting.
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$1,000+$25 - $49 / hr50 - 249Colorado Springs, CO
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Stockman Kast Ryan + CO, an Accounting company, was launched in 1995. The firm focuses on Accounting and Business Consulting, and is midsize.
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$1,000+$25 - $49 / hr10 - 49Colorado Springs, CO
Services provided
Erickson, Brown & Kloster P.C. Is a Colorado Springs, Colorado-based Accounting company. They focus on Accounting and Business Consulting.
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$1,000+$25 - $49 / hr10 - 49Colorado Springs, CO
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The Shafer Group PC is a Colorado Springs, Colorado-based Accounting company. Founded in 2001, the team offers Accounting and Business Consulting.
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$1,000+$25 - $49 / hr10 - 49Colorado Springs, CO
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BiggsKofford is an Accounting company. They are in Colorado Springs, Colorado, and their services include Accounting and Finance & Accounting Outsourcing (FAO).
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$1,000+< $25 / hr250 - 999Ha Noi, Vietnam
Services provided
Grant Thornton Vietnam is a Business Consulting company. They focus on Business Consulting and Accounting and were founded in 1993.
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$1,000+$25 - $49 / hr2 - 9Colorado Springs, CO
Services provided
Based in Colorado Springs, Colorado, 180 Accounting is a small Accounting company. The team offers Accounting.
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$1,000+$25 - $49 / hr2 - 9Colorado Springs, CO
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R.S.Powell, Inc. Is a small Accounting company located in Colorado Springs, Colorado. The team provides Accounting and Finance & Accounting Outsourcing (FAO).
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$1,000+$25 - $49 / hr2 - 9Colorado Springs, CO
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Gheen & Co., CPA, LLC is an Accounting company. Their small team is headquartered in Colorado Springs, Colorado. Their services include Accounting and Business Consulting.
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$1,000+$25 - $49 / hr2 - 9Columbus, OH
Services provided
Fair Winds Tax and Financial, a small Accounting company, is located in Columbus, Ohio. The team offers Accounting.
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$1,000+$25 - $49 / hr2 - 9Columbus, OH
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Howard W. Slutsky CPA Inc is an Accounting company. Their small team is headquartered in Columbus, Ohio. Their services include Accounting and Business Consulting.
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$1,000+$25 - $49 / hr2 - 9Columbus, OH
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Brown Consulting Group LLC, a small Accounting company, is in Columbus, Ohio. The team provides Accounting and Business Consulting.
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$1,000+$25 - $49 / hr2 - 9Columbus, OH
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Small Accounting company McCurdy & Associates, Inc., is based in Columbus, Ohio. Their services include Accounting and Business Consulting.
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$1,000+$25 - $49 / hr2 - 9El Paso, TX
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Marcus, Fairall, Bristol & Co. Is an Accounting company. Their small team is in El Paso, Texas. Their services include Accounting and Business Consulting.
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$1,000+$25 - $49 / hr2 - 9El Paso, TX
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Established in 2015, Blue Pearl Bookkeeping & Tax Services is a small El Paso, Texas-based Accounting company. Their services include Accounting.
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$1,000+$25 - $49 / hr2 - 9Omaha, NE
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The Alliance Group, a small Accounting company, is based in Omaha, Nebraska. The team offers Accounting and HR Consulting.
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$1,000+$25 - $49 / hr10 - 49Omaha, NE
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Schleisman Onken & Associates PC is an Accounting company. The Omaha, Nebraska-based team specializes in Accounting and Business Consulting.
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$1,000+$25 - $49 / hr2 - 9El Paso, TX
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CLIFFORD, ROSS, RAUDENBUSH & COOPER, CPA'S, LLC is an Accounting company launched in 1978. Their services include Accounting and Business Consulting.
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$1,000+$25 - $49 / hr50 - 249Orlando, FL
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Berman Hopkins Wright & LaHam, an Accounting company, specialize in Accounting. They were launched in 1958.
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$1,000+$25 - $49 / hr10 - 49El Paso, TX
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Headquartered in El Paso, Texas, Strickler & Prieto, LLP is an Accounting company. The team provides Accounting and Finance & Accounting Outsourcing (FAO).
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$1,000+$25 - $49 / hr10 - 49Orlando, FL
Services provided
GellerRagans, an Accounting company, is in Orlando, Florida. They focus on Accounting and Business Consulting.
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$1,000+$25 - $49 / hr2 - 9Orlando, FL
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Kuberneo CPA is an Accounting company. Headquartered in Orlando, Florida, the agency was founded in 2007. Their services include Accounting.
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$1,000+$25 - $49 / hr2 - 9Orlando, FL
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Accounting company Hayes & Varga Certified Public Accounting Firm specializes in Accounting and Business Consulting. They are in Orlando, Florida.
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$1,000+$25 - $49 / hr2 - 9Fresno, CA
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SBA Accounting & Tax Solutions is a Fresno, California-based Accounting company. Their services include Accounting and Business Consulting.
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$1,000+$25 - $49 / hr2 - 9Fresno, CA
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Roeser Accountancy Corporation is an Accounting company. They are in Fresno, California, and their services include Accounting.
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$1,000+$25 - $49 / hr10 - 49Fresno, CA
Services provided
Finch, Rowland & Shoopman, LLP, an Accounting company, is in Fresno, California. The team focuses on Accounting and Business Consulting.
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$1,000+$25 - $49 / hr10 - 49Fresno, CA
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Michael & Company, CPA is a small Fresno, California-based Accounting company. Their services include Accounting and Business Consulting.
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$1,000+$25 - $49 / hr10 - 49Fresno, CA
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MBS Accountancy Corporation is a small Fresno, California-based Accounting company. Their services include Accounting and Business Consulting.
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List of the Top 15 Financial Services Companies
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$1,000+< $25 / hr250 - 999New York, NY
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
38/40.018/20 Reviews10/10 Clients & Experience10/10 Market PresenceService focus
30% Accounting70% Other -
UndisclosedUndisclosed10 - 49San Francisco, CA
Ability to deliver
37.7/40.019/20 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 -
$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 -
$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 / hr1,000 - 9,999San Juan, Puerto Rico
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 - 999Pasig, Philippines
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
34.1/40.016.8/20 Reviews8/10 Clients & Experience9.3/10 Market PresenceService focus
50% Accounting50% Other -
$5,000+$100 - $149 / hr10 - 49San Diego, CA
Ability to deliver
34/40.017.4/20 Reviews7.6/10 Clients & Experience9/10 Market PresenceService focus
30% Accounting70% 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 -
$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 -
$1,000+$50 - $99 / hr10 - 49London, England
Ability to deliver
33.1/40.016.2/20 Reviews7.6/10 Clients & Experience9.2/10 Market PresenceService focus
10% Accounting90% Other -
UndisclosedUndisclosed250 - 999Indianapolis, IN
Ability to deliver
32.9/40.018.8/20 Reviews8.8/10 Clients & Experience5.3/10 Market PresenceService focus
10% Accounting90% Other -
UndisclosedUndisclosed50 - 249Dubai, United Arab Emirates
Ability to deliver
32.7/40.017.6/20 Reviews8.1/10 Clients & Experience7/10 Market PresenceService focus
45% Accounting5% Financial Advising & Planning50% 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+$100 - $149 / hr50 - 249Vaughan, Canada
Ability to deliver
32.3/40.016.6/20 Reviews8.9/10 Clients & Experience6.8/10 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 -
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+< $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 - 249Dallas, TX
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.