Top Financial Services Firms
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Featured
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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 - 9Sarasota, FL
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Accounting company Pellegrino Honick McFarland & Miller, P.A. Was established in 1992. The team focuses on Accounting and Business Consulting and is based in Sarasota, Florida.
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UndisclosedUndisclosed10 - 49Jakarta, Indonesia
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Small call center company PT Outsource Indonesia, is located in Jakarta, Indonesia. The team specializes in Call Center Services and Accounting.
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UndisclosedUndisclosed2 - 9Sarasota, FL
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Plum & Company, CPA's, PA is an Accounting company. Their small team is headquartered in Sarasota, Florida. Their services include Accounting.
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UndisclosedUndisclosed50 - 249Sarasota, FL
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CS&L CPAs is an Accounting company established in 1954. The team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Sarasota, FL
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Complete Small Business Solutions, a small Accounting company, is located in Sarasota, Florida. The team offers Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Sarasota, FL
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Goar, Endriss & Walker, P.A. Is an Accounting company. They are located in Sarasota, Florida, and their services include Accounting.
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UndisclosedUndisclosed10 - 49Sarasota, FL
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Suplee, Shea, Cramer & Rocklein, PA is a small Sarasota, Florida-based Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Oklahoma City, OK
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Woody & Associates, CPA's, PLLC is a small Oklahoma City, Oklahoma-based Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Oklahoma City, OK
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Sean M. Hugo, CPA, PC is an Accounting company. They are located in Oklahoma City, Oklahoma and have small team. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Singapore, Singapore
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Magenta Consulting Services is a HR Consulting company. In Singapore, Singapore, their team provides HR Consulting and Accounting.
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UndisclosedUndisclosed10 - 49Reykjavík, Iceland
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FJARSTOD is an Accounting company. They are in Reykjavík, Iceland, and their services include Accounting.
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UndisclosedUndisclosed10 - 49Sarasota, FL
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Located in Sarasota, Florida, Miles & Thirion, CPA Firm, Inc. Is an Accounting company. The team offers Accounting.
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UndisclosedUndisclosed2 - 9Sarasota, FL
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Cavanaugh & CO, LLP is an Accounting company. The team is based in Sarasota, Florida, and their services include Accounting and Business Consulting.
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UndisclosedUndisclosedFreelancerSt. Louis, MO
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THORNTON Tax Firm LLC is a small Accounting company in St. Louis, Missouri. The team specializes in Accounting.
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UndisclosedUndisclosed2 - 9St. Louis, MO
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The Wagner Company, P.C. Is an Accounting company established in 1961. The firm focuses on Accounting, and is small.
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UndisclosedUndisclosed50 - 249St. Louis, MO
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Accounting company Anders was established in 1965. Headquartered in St. Louis, Missouri, the team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Singapore, Singapore
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One Nexus Consulting is a Singapore, Singapore-based HR Consulting company. Launched in 2007, the team offers HR Consulting and Accounting.
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UndisclosedUndisclosed50 - 249Clayton, MO
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Mueller Prost is an Accounting company. Based in Clayton, Missouri, the team offers Accounting and Business Consulting.
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UndisclosedUndisclosed50 - 249St. Louis, MO
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Kerber, Eck & Braeckel LLP is an Accounting company. Founded in 1931, the team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9St. Louis, MO
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Mccollum Karen, CPA is an Accounting company. They are based in St. Louis, Missouri and have small team. Their services include Accounting.
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UndisclosedUndisclosed2 - 9St. Louis, MO
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Headquartered in St. Louis, Missouri, Bender & Company CPAs, PC is an Accounting company. Founded in 1990, the team focuses on Accounting.
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UndisclosedUndisclosed10 - 49St. Louis, MO
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Godfrey & Associates is an Accounting company. They are in St. Louis, Missouri, and their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49St. Louis, MO
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Schmersahl Treloar & Co is a small St. Louis, Missouri-based Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Singapore, Singapore
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In Singapore, Singapore, PayDynamics is a small HR Consulting company. Their services include HR Consulting and Accounting.
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UndisclosedUndisclosed10 - 49Singapore, Singapore
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RHT Management Services is an Accounting company. The company is located in Singapore, Singapore. Their team focuses on Accounting and Branding.
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UndisclosedUndisclosed2 - 9Tampa, FL
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Launched in 2009, Hallmark CPA Group LLC is an Accounting company. The team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Tampa, FL
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Founded in 1957, Prida, Guida & Perez, P.A. Is an Accounting company. The team provides Accounting and Business Consulting and is headquartered in Tampa, Florida.
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UndisclosedUndisclosed2 - 9Tampa, FL
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David McQuay, Jr., CPA, PA, a small Accounting company, is headquartered in Tampa, Florida. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Tampa, FL
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Headquartered in Tampa, Florida, Rivero, Gordimer & Company is an Accounting company. Founded in 1983, the team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Tampa, FL
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Zacharias CPA Group, PA is an Accounting company in Tampa, Florida. Their services include Accounting.
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UndisclosedUndisclosed250 - 999Tampa, FL
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Frazier, an Accounting company, was founded in 1981. The company specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Singapore, Singapore
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ONE HR PTE LTD is a HR Consulting company. They are based in Singapore, Singapore and have small team. Their services include HR Consulting and Accounting.
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UndisclosedUndisclosed2 - 9Tampa, FL
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Broyles, Rooks & Johnson CPAs, P.A. Is an Accounting company. They specialize in Accounting and Business Consulting and were launched in 2005. The company is based in Tampa, Florida.
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UndisclosedUndisclosed50 - 249Tampa, FL
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Saltmarsh, Cleaveland & Gund is an Accounting company. Established in 1944, their team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Tucson, AZ
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Flowers, Rieger & Associates, P.L.L.C. Is an Accounting company located in Tucson, Arizona. The team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Tucson, AZ
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The Royce CPA Firm is an Accounting company. They provide Accounting and are located in Tucson, Arizona.
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UndisclosedUndisclosed10 - 49Tucson, AZ
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Established in 1972, HBL CPAs, P.C., a small Accounting company, is based in Tucson, Arizona. Their team offers Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Tucson, AZ
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Keegan Linscott & Kenon, PC is an Accounting company. Established in 1994, the company provides Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Tucson, AZ
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R & A CPAs is an Accounting company. Their small team of employees is based in Tucson, Arizona. Their team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Tucson, AZ
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Established in 1988, J Michale Haubert CPA PC is a small Accounting company in Tucson, Arizona. Their team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Tucson, AZ
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Ludwig Klewer & Co is an Accounting company based in Tucson, Arizona and. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Tucson, AZ
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Desert Rose Tax & Accounting is an Accounting company. Located in Tucson, Arizona, the agency was launched in 2002. Their team provides Accounting.
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UndisclosedUndisclosed2 - 9Tucson, AZ
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PK Accounting & Tax is an Accounting company launched in 1974. The team specializes in Accounting and is headquartered in Tucson, Arizona.
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UndisclosedUndisclosed10 - 49Tulsa, OK
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Briscoe, Burke & Grigsby LLP is an Accounting company founded in 1977. The firm focuses on Accounting.
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UndisclosedUndisclosed10 - 49Tulsa, OK
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Launched in 1988, Lohrey & Associates, PLLC, a small Accounting company, is headquartered in Tulsa, Oklahoma. Their team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Tulsa, OK
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Muret CPA, PLLC is an Accounting company located in Tulsa, Oklahoma. Launched in 1999, the team offers Accounting.
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UndisclosedUndisclosed50 - 249Tulsa, OK
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CCK Strategies, PLLC is an Accounting company established in 1997. Headquartered in Tulsa, Oklahoma, the team specializes in Accounting.
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UndisclosedUndisclosed10 - 49Tulsa, OK
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Founded in 1952, Stanfield + O'Dell is an Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Tulsa, OK
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Elliott, Dozier and Helland P.C., a small Accounting company, is in Tulsa, Oklahoma. The team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Tulsa, OK
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Launched in 2007, Minert & Associates is an Accounting company. Their team specializes in Accounting.
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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.