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 - 9
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BuroProffessionals is an Accounting company in. They specialize in Accounting and Business Consulting and were established in 2013.
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UndisclosedUndisclosed2 - 9Memphis, TN
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Advantage Financial Professionals Inc. Is an Accounting company. They are in Memphis, Tennessee and have small team. Their team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Richmond, VA
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O'KEEFFECPA & Associates, a small Accounting company, is located in Richmond, Virginia. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Richmond, Canada
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Claassen Chartered Professional Accountants is an Accounting company. Headquartered in Richmond, Canada, their team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Memphis, TN
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Rikard & Neal CPAs is an Accounting company. They provide Accounting and Business Consulting and were founded in 1981. The firm is headquartered in Memphis, Tennessee and Marion, Arkansas.
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UndisclosedUndisclosed2 - 9Richmond, Canada
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Azim Dahya & Company, CPA is an Accounting company launched in 2004. Based in Richmond, Canada, the team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Richmond, Canada
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Sanders, Russell & Company is a small Richmond, Canada-based Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Richmond, Canada
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BCSUN & Associates Inc., an Accounting company, was launched in 2001. The small team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Richmond, Canada
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Accounting company Entrust is in Richmond, Canada. Founded in 1991, the team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Richmond, Canada
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Launched in 2015, Shirak Accounting is a small Accounting company. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Memphis, TN
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Accounting company FOUTS & MORGAN CPAs is headquartered in Memphis, Tennessee. They specialize in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Richmond, Canada
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SFH Accounting is an Accounting company. They are based in Richmond, Canada and have small team. They offer Accounting.
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UndisclosedUndisclosed2 - 9Richmond, Canada
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Small Accounting company Sit Lim CPA's, is based in Richmond, Canada. Their services include Accounting.
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$1,000+$25 - $49 / hr50 - 249Milwaukee, WI
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Established in 1930, Schenck SC is a midsize Accounting company in Milwaukee, Wisconsin. Their team provides Accounting and Business Consulting.
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$1,000+$25 - $49 / hr2 - 9West Allis, WI
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DK Tax & Accounting is an Accounting company. They are in West Allis, Wisconsin and have small team. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed50 - 249Memphis, TN
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Accounting company WATKINS UIBERALL, PLLC is in Memphis, Tennessee and Tupelo, Mississippi. They provide Accounting and Business Consulting and were established in 1971.
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UndisclosedUndisclosed2 - 9Memphis, TN
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Accounting company Reliable Accounting Solutions offers Accounting and Business Consulting. They are based in Memphis, Tennessee.
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UndisclosedUndisclosed10 - 49Riverside, CA
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Trimble & Company, a small Accounting company, is located in Riverside, California. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Riverside, CA
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Teaman, Ramirez & Smith, Inc. Is an Accounting company established in 1929. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Louisville, KY
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Kelly M. Cappy, CPA, PSC is an Accounting company. They were launched in 1978 and specialize in Accounting and Business Consulting.
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UndisclosedUndisclosed50 - 249Nashville, TN
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Crosslin & Associates, PLLC is an Accounting company launched in 1987. Their team specializes in Accounting and Cybersecurity.
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UndisclosedUndisclosed2 - 9Riverside, CA
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Seigler Tweedlie CPAs, an Accounting company, offers Accounting and Business Consulting. The company is based in Riverside, California.
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UndisclosedUndisclosed10 - 49Riverside, CA
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RP&B CPAs, an Accounting company, was launched in 1985. The team provides Accounting and is in Riverside, California.
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UndisclosedUndisclosed2 - 9Nashville, TN
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Warren, Denney & Wallace, CPA's is an Accounting company. They are located in Nashville, Tennessee and have small team. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Riverside, CA
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Shawn Washington Accountancy Corporation is a Riverside, California-based Accounting company. They specialize in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Riverside, CA
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Marcia L. Campbell, CPA is a small Riverside, California-based Accounting company. The team provides Accounting.
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UndisclosedUndisclosed10 - 49Riverside, CA
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Eadie + Payne LLP is an Accounting company. They provide Accounting and Business Consulting and were founded in 1919.
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UndisclosedUndisclosed2 - 9Riverside, CA
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Accounting company Shogren & Associates was established in 2009. The agency specializes in Accounting.
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UndisclosedUndisclosed2 - 9Riverside, CA
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Allen Hoglund, Certifed Public Accountant is a small Riverside, California-based Accounting company. The team offers Accounting.
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UndisclosedUndisclosed2 - 9Louisville, KY
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Bowden & Wood is an Accounting company. Their small team is located in Louisville, Kentucky. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Nashville, TN
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Faulkner Mackie & Cochran, P.C. Is a small Nashville, Tennessee-based Accounting company. The team focuses on Accounting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed2 - 9Wauwatosa, WI
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Lulloff, Leben & Taylor, LLC is a small Wauwatosa, Wisconsin-based Accounting company. The team provides Accounting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed2 - 9Franklin, TN
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Nestor CPA Services is a small Accounting company located in Franklin, Tennessee. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Nashville, TN
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Uselton, Clay & Bright, P.C., a small Accounting company, is headquartered in Nashville, Tennessee and Kingston, Tennessee. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed50 - 249Rochester, NY
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DeJoy, Knauf & Blood LLP is an Accounting company headquartered in Rochester, New York. They offer Accounting and Business Consulting and were founded in 1990.
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UndisclosedUndisclosed50 - 249Rochester, NY
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Mengel, Metzger, Barr & Co. LLP, an Accounting company, was launched in 1975. The firm focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Rochester, NY
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Nacca & Capizzi, LLP is an Accounting company. They were launched in 1979, and their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Rochester, NY
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Small Accounting company George Peter Klee CPA, is based in Rochester, New York. The team offers Accounting.
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UndisclosedUndisclosed2 - 9Rochester, NY
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Founded in 1972, Heveron & Company CPAs is an Accounting company. The team specializes in Accounting and is based in Rochester, New York.
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UndisclosedUndisclosed10 - 49Rochester, NY
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In Rochester, New York, DeMott & Smith CPA’s, P.C. Is an Accounting company. The team provides Accounting.
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UndisclosedUndisclosed2 - 9Rochester, NY
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Stokes, Visca, & Company LLP is a small Accounting company headquartered in Rochester, New York. The team specializes in Accounting.
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UndisclosedUndisclosed50 - 249Rochester, NY
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Established in 1960, EFPR Group LLP is an Accounting company. Headquartered in Rochester, New York, the team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9New Orleans, LA
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Small Accounting company Cojoe's Tax & Financial Services LLC, is located in New Orleans, Louisiana. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Sacramento, CA
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Jacobs Jill, CPA is a Sacramento, California-based Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49New Orleans, LA
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Pedelahore & Co. Is an Accounting company. Their team is in New Orleans, Louisiana and Hammond, Louisiana and focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed50 - 249Sacramento, CA
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BFBA is an Accounting company launched in 1983. The firm offers Accounting and Business Consulting.
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UndisclosedUndisclosed50 - 249Sacramento, CA
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Gilbert Associates, Inc. Is an Accounting company. Their midsize team of employees is based in Sacramento, California. Their team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Sacramento, CA
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In Sacramento, California, Fechter & Company is a small Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Sacramento, CA
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John Waddell & Company is an Accounting company. Their small team is located in Sacramento, California. Their services include Accounting.
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UndisclosedUndisclosed10 - 49New Orleans, LA
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Bruno & Tervalon LLP is an Accounting company. Founded in 1978, their team provides Accounting and Business Consulting.
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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.