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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UndisclosedUndisclosed50 - 249Louisville, KY
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Strothman and Company is an Accounting company. Their midsize team of employees is headquartered in Louisville, Kentucky. Their team offers Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Louisville, KY
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In Louisville, Kentucky, Jones, Nale & Mattingly PLC is a small Accounting company. The team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Lee's Summit, MO
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In Lee's Summit, Missouri, Parker Swearngin LLP is a small Accounting company. The team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Mesa, AZ
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Small Accounting company AllRite Income Tax & Services Inc., is located in Mesa, Arizona. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Gilbert, AZ
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BASC Expertise is an Accounting company. Headquartered in Gilbert, Arizona, their small team focuses on Accounting and Business Consulting. The agency was established in 2005.
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UndisclosedUndisclosed2 - 9Chandler, AZ
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Eagle Tax Solutions is an Accounting company. They are headquartered in Chandler, Arizona and have small team. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Tempe, AZ
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RK Silva CPA is an Accounting company. Established in 1972, their team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Mesa, AZ
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John E. Stevens, C.P.A, P.C. Is an Accounting company. They are headquartered in Mesa, Arizona and have small team. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Reno, NV
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Kohn & Company LLP is a small Accounting company headquartered in Reno, Nevada. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Reno, NV
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Established in 1969, Barnard Vogler & Co. Is an Accounting company. The small team provides Accounting and HR Consulting.
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UndisclosedUndisclosed10 - 49Reno, NV
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Located in Reno, Nevada, Albright & Associates, Ltd. Is an Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Reno, NV
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Persing Professional Group LLC is an Accounting company. Founded in 2014, the team offers Accounting. The firm is located in Reno, Nevada.
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UndisclosedUndisclosed2 - 9Reno, NV
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Mark Robertson CPA is an Accounting company. Their small team is in Reno, Nevada. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Reno, NV
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Small Accounting company Frushon Accounting and Business Services, Inc., is headquartered in Reno, Nevada. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Mesa, AZ
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Mesa Mountains Bookkeeping LLC is an Accounting company. They are based in Mesa, Arizona and have small team. They provide Accounting and Call Center Services.
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UndisclosedUndisclosed2 - 9Reno, NV
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Pangborn & Co. Ltd. Is an Accounting company. They are in Reno, Nevada and have small team. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Mesa, AZ
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Schmidt Westergard & Company is an Accounting company headquartered in Mesa, Arizona. They provide Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Reno, NV
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Forbush & Associates is an Accounting company. Launched in 2001, the company is based in Reno, Nevada. Their team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Mesa, AZ
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JAMES E. RAFTERY, CPA, PC is an Accounting company. Established in 1983, the firm is based in Mesa, Arizona. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Reno, NV
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Ludmila CPA is a small Accounting company. Established in 2012, the team offers Accounting.
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UndisclosedUndisclosed10 - 49Raleigh, NC
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Batchelor Tillery & Roberts, LLP is an Accounting company. Established in 1991, the company focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed50 - 249Raleigh, NC
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In Raleigh, North Carolina, Thomas, Judy & Tucker P.A. Is an Accounting company. They focus on Accounting and Business Consulting and were launched in 1990.
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UndisclosedUndisclosed10 - 49Mesa, AZ
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Small Accounting company Lohman Company, PLLC, is located in Mesa, Arizona. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed50 - 249Raleigh, NC
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Accounting company Hughes Pittman & Gupton, LLP is located in Raleigh, North Carolina. They offer Accounting and Business Consulting and were launched in 1983.
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UndisclosedUndisclosed10 - 49Memphis, TN
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Scott & Pohlman, P.C. Is a small Accounting company in Memphis, Tennessee. The team provides Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Raleigh, NC
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Established in 1981, PLC Rouse Norton, PLLC is an Accounting company. The agency specializes in Accounting.
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UndisclosedUndisclosed50 - 249Raleigh, NC
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Established in 1947, Bernard Robinson & Company is an Accounting company. Based in Raleigh, North Carolina, the team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Raleigh, NC
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DeButts, Campbell & Roberts, PLLC is a small Accounting company based in Raleigh, North Carolina. Their services include Accounting.
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UndisclosedUndisclosed1,000 - 9,999Raleigh, NC
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Accounting company Cherry Bekaert LLP was founded in 1947. The team specializes in Accounting and Business Consulting and is located in Raleigh, North Carolina.
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UndisclosedUndisclosed2 - 9Memphis, TN
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Whitehorn Tankersley & Davis is a small Accounting company based in Memphis, Tennessee and Covington, Tennessee. The team focuses on Accounting.
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UndisclosedUndisclosed250 - 999Raleigh, NC
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Elliott Davis is a Raleigh, North Carolina-based Accounting company. Launched in 1925, the team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed250 - 999Bangkok, Thailand
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Established in 2007, Mocap Limited is a call center. The midsize team focuses on Call Center Services and Market Research.
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UndisclosedUndisclosed10 - 49Raleigh, NC
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Rives & Associates, LLP, an Accounting company, offers Accounting. The firm is based in Raleigh, North Carolina.
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UndisclosedUndisclosed50 - 249Memphis, TN
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Reynolds Bone & Griesbeck PLC, an Accounting company, is in Memphis, Tennessee. They offer Accounting and Business Consulting and were founded in 1916.
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UndisclosedUndisclosed250 - 999Nassau, Bahamas
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Accounting company Amicorp Group was founded in 1992. The team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Memphis, TN
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ROBINSON CPA FIRM, PLLC is an Accounting company. Their small team is headquartered in Memphis, Tennessee. Their team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Memphis, TN
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Dockery Financial Services is an Accounting company. They offer Accounting and were established in 2015.
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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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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.