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 - 9Sacramento, CA
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Accounting company Bulletproof Tax & Accounting Firm was established in 2005. The firm offers Accounting, and is small.
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UndisclosedUndisclosed2 - 9Metairie, LA
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ARETE PARTNERS is an Accounting company. They offer Accounting and Business Consulting and are in Metairie, Louisiana.
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UndisclosedUndisclosed2 - 9Sacramento, CA
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Established in 1975, Yoder & Co., CPA, a small Accounting company, is located in Sacramento, California. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Metairie, LA
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Arriaga & Szegfu, CPAs, a small Accounting company, is headquartered in Metairie, Louisiana. Their services include Accounting.
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UndisclosedUndisclosed50 - 249Sacramento, CA
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MUN CPAs is an Accounting company. The firm is in Sacramento, California. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Metairie, LA
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CARRIGEE MOORE LEVY & FLYNN LLP is an Accounting company. Their small team is located in Metairie, Louisiana and Covington, Louisiana. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Milwaukee, WI
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Scribner, Cohen and Company, S.C. Is an Accounting company. The agency is headquartered in Milwaukee, Wisconsin. Their team offers Accounting and Business Consulting.
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UndisclosedUndisclosed50 - 249New Orleans, LA
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Duplantier, Hrapmann, Hogan & Maher is an Accounting company. The New Orleans, Louisiana-based firm specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Greenfield, WI
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Nolan Accounting Center is an Accounting company located in Greenfield, Wisconsin. They focus on Accounting.
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UndisclosedUndisclosed50 - 249New Orleans, LA
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Hannis T. Bourgeois, LLP is an Accounting company. Their team is based in New Orleans, Louisiana and Baton Rouge, Louisiana and offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Glendale, WI
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In Glendale, Wisconsin, Kohler and Franklin, LLC is a small Accounting company. The team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed250 - 999Guadalajara, Mexico
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DAMSA is a Recruiting company established in 1996. The midsize team specializes in Recruiting and HR Consulting.
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UndisclosedUndisclosed2 - 9Milwaukee, WI
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Small Accounting company Oliver Plunkett, S.C., is located in Milwaukee, Wisconsin. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Dubai, United Arab Emirates
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Based in Dubai, United Arab Emirates, Back Office Central is a small Accounting company. Their services include Accounting and Back Office Outsourcing.
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UndisclosedUndisclosed10 - 49Abu Dhabi, United Arab Emirates
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Accounting company BOTH is in Abu Dhabi, United Arab Emirates. The team offers Accounting and Business Consulting.
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UndisclosedUndisclosed50 - 249Salt Lake City, UT
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WSRP, an Accounting company, is in Salt Lake City, Utah. They focus on Accounting and Business Consulting and were established in 1985.
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UndisclosedUndisclosed2 - 9Salt Lake City, UT
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Sorenson & Company, a small Accounting company, is in Salt Lake City, Utah. Their services include Accounting.
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UndisclosedUndisclosed50 - 249Salt Lake City, UT
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Accounting company Tanner LLC was established in 1940. The team offers Accounting and Business Consulting and is based in Salt Lake City, Utah.
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UndisclosedUndisclosed10 - 49Salt Lake City, UT
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Stayner Bates is a small Accounting company established in 1985. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Milwaukee, WI
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Small Accounting company DWT Tax & Accounting, Inc, is based in Milwaukee, Wisconsin. The team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Salt Lake City, UT
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Frederickson Murri is an Accounting company. They are based in Salt Lake City, Utah and have small team. Their team offers Accounting and Business Consulting.
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UndisclosedUndisclosed50 - 249West Valley City, UT
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Haynie & Company is a West Valley City, Utah-based Accounting company. The team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Milwaukee, WI
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Reilly, Penner & Benton, LLP is a small Milwaukee, Wisconsin-based Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Milwaukee, WI
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RitzHolman CPAs is an Accounting company. Based in Milwaukee, Wisconsin, their team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Oklahoma City, OK
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Peters & Chandler, P.C. Is an Accounting company. The small Oklahoma City, Oklahoma-based team specializes in Accounting and Business Consulting. The firm was founded in 1954.
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UndisclosedUndisclosed2 - 9New Orleans, LA
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Small Accounting company Hymel & Ready, is based in New Orleans, Louisiana. The team provides Accounting.
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UndisclosedUndisclosed2 - 9Metairie, LA
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Small Accounting company Jacobson Adler, LLC, is based in Metairie, Louisiana. The team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Singapore, Singapore
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Ark Services Pte Ltd. Is a small Accounting company headquartered in Singapore, Singapore. Their services include Accounting and HR Consulting.
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UndisclosedUndisclosed10 - 49Oklahoma City, OK
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Wedel Rahill & Associates, CPA's, PLC is an Accounting company. The company is in Oklahoma City, Oklahoma. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Oklahoma City, OK
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Gillispie & Ogilbee is a small Oklahoma City, Oklahoma-based Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Salt Lake City, UT
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Keddington & Christensen, CPAs is an Accounting company founded in 2012. The small team provides Accounting.
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UndisclosedUndisclosed10 - 49Salt Lake City, UT
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Launched in 2010, Rocky Mountain Advisory is an Accounting company. The team specializes in Accounting and is located in Salt Lake City, Utah.
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UndisclosedUndisclosed2 - 9Oklahoma City, OK
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Alan R. Switzer, CPA, PC is an Accounting company. They are in Oklahoma City, Oklahoma and have small team. Their team provides Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Murray, UT
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Anderson Bradshaw PLLC is a small Accounting company. They specialize in Accounting and were founded in 2012.
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UndisclosedUndisclosed2 - 9Oklahoma City, OK
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Smedlund and Company, P.C. Is an Accounting company. Their small team is based in Oklahoma City, Oklahoma. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49San Antonio, TX
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Brehm, Havel & Company LLP is an Accounting company founded in 1981. The agency specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Oklahoma City, OK
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T. Philip Kierl Jr. & Associates, CPA's is an Accounting company. They are headquartered in Oklahoma City, Oklahoma and have small team. Their team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Oklahoma City, OK
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Located in Oklahoma City, Oklahoma, Bott David F CPA/PFS PC is a small Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Oklahoma City, OK
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Small Accounting company T. C. Burgin, CPA, PC, is based in Oklahoma City, Oklahoma. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Singapore
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Cadence HR Consulting is a small HR Consulting company located in Singapore. Their services include HR Consulting and Accounting.
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UndisclosedUndisclosed2 - 9Petaling Jaya, Malaysia
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JT Corporate Services is an Accounting company. Their small team is headquartered in Petaling Jaya, Malaysia. Their team offers Accounting and HR Consulting.
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UndisclosedUndisclosed2 - 9San Antonio, TX
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Rodriguez Holland & Co., P.C. Is an Accounting company. The San Antonio, Texas-based company focuses on Accounting.
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UndisclosedUndisclosed2 - 9San Antonio, TX
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Almanza CPA Firm, an Accounting company, provides Accounting and Business Consulting. The agency is located in San Antonio, Texas.
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UndisclosedUndisclosed2 - 9San Antonio, TX
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Small Accounting company Tolbert CPA LLC, is located in San Antonio, Texas. The team offers Accounting.
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UndisclosedUndisclosed2 - 9San Antonio, TX
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Badger CPA is an Accounting company. Launched in 2009, the team offers Accounting. The company is headquartered in San Antonio, Texas.
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UndisclosedUndisclosed2 - 9San Antonio, TX
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Small Accounting company Boehm & Boehm, CPA's, is based in San Antonio, Texas. The team specializes in Accounting.
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UndisclosedUndisclosed2 - 9San Antonio, TX
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Owens Consortium, PLLC , a small Accounting company, is in San Antonio, Texas. The team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9San Antonio, TX
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In San Antonio, Texas, Laborde & Associates, PC is an Accounting company. Founded in 1988, the team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49San Antonio, TX
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Accounting company Lange, Poteet And Co., L.L.P. Is located in San Antonio, Texas. Launched in 1967, the team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Singapore, Singapore
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LONGMAN ASSOCIATES INTERNATIONAL is a small Singapore, Singapore-based Accounting company. The team provides Accounting and HR 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.