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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UndisclosedUndisclosed10 - 49San Jose, CA
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Wheeler Accountants, LLP is an Accounting company. The small San Jose, California-based team offers Accounting and Business Consulting. The company was established in 1950.
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UndisclosedUndisclosed2 - 9San Jose, CA
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B & R Accounting is an Accounting company. They are located in San Jose, California and have small team. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9San Jose, CA
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Orlando, Mitts, Moore & Company is an Accounting company. Founded in 1981, the team offers Accounting and Business Consulting.
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UndisclosedUndisclosed50 - 249San Jose, CA
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Abbott, Stringham & Lynch is a midsize Accounting company. They specialize in Accounting and Business Consulting and were founded in 1977.
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UndisclosedUndisclosed250 - 999Independence, OH
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Rea & Associates is an Independence, Ohio-based Accounting company. Launched in 1938, the team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed50 - 249Columbus, OH
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Brady Ware & Company is an Accounting company. Their midsize team is headquartered in Columbus, Ohio. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Columbus, OH
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Holbrook & Manter, CPAs is an Accounting company. In Columbus, Ohio, the firm specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Columbus, OH
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Clarus Partners, an Accounting company, was launched in 2007. The team provides Accounting and Business Consulting and is in Columbus, Ohio.
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UndisclosedUndisclosed2 - 9Columbus, OH
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Payne & Company CPAs, LLC is an Accounting company. They were founded in 1996, and their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Anchorage, AK
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Swalling & Associates PC is an Anchorage, Alaska-based Accounting company. The team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Anchorage, AK
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Thomas Head & Greisen is an Accounting company. They provide Accounting and were founded in 1969. The company is based in Anchorage, Alaska.
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UndisclosedUndisclosed2 - 9Anchorage, AK
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TruVim LLC is an Accounting company. The small Anchorage, Alaska-based team specializes in Accounting. The company was established in 2012.
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UndisclosedUndisclosed2 - 9Fairbanks, AK
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Small Accounting company Kohler, Schmitt & Hutchison PC, is located in Fairbanks, Alaska. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Fairbanks, AK
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In Fairbanks, Alaska, Walsh Kelliher & Sharp is a small Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Fairbanks, AK
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Based in Fairbanks, Alaska, Yukon Accounting & Consulting is a small Accounting company. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Akron, OH
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Minute Men Staffing, a Staffing company, was established in 1968. They offers Staffing and Accounting.
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UndisclosedUndisclosed10 - 49Fairbanks, AK
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Cook & Haugeberg LLC is an Accounting company. Their small team is based in Fairbanks, Alaska. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Newtown, CT
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Nanavaty, Nanavaty, & Davenport, LLP is an Accounting company. Their small team is headquartered in Newtown, Connecticut. Their team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Newtown, CT
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Lisi, Liberati & Stockwell, LLC is an Accounting company. Their small team is in Newtown, Connecticut. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Newtown, CT
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Clavette & Company, LLC is a small Newtown, Connecticut-based Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Cleveland, OH
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Dingus and Daga, Inc. Is an Accounting company. Founded in 1954, their team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed50 - 249Westlake, OH
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Corrigan Krause is an Accounting company. Their midsize team is based in Westlake, Ohio and provides Accounting and Business Consulting. The company was founded in 1989.
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UndisclosedUndisclosed50 - 249Saginaw, MI
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Andrews Hooper Pavlik PLC is an Accounting company. In Saginaw, Michigan, the agency offers Accounting and IT managed services.
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UndisclosedUndisclosed50 - 249Cheyenne, WY
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Launched in 1970, McGee, Hearne & Paiz, LLP is a midsize Accounting company in Cheyenne, Wyoming. Their team provides Accounting and IT managed services.
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UndisclosedUndisclosed2 - 9Cheyenne, WY
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Halley & Murray, CPAs, PC, a small Accounting company, is located in Cheyenne, Wyoming. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Cheyenne, WY
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DAPCPA is an Accounting company. Their team is in Cheyenne, Wyoming and offers Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Newark, DE
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Santora CPA Group is an Accounting company. Located in Newark, Delaware, the company was launched in 1983. Their team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Los Angeles, CA
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Small Accounting company Freeman & Mills, Inc., is in Los Angeles, California. The team provides Accounting and Market Research.
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UndisclosedUndisclosed250 - 999San Francisco, CA
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The Brattle Group is a midsize San Francisco, California-based Business Consulting company. Their services include Business Consulting and Accounting.
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UndisclosedUndisclosed10 - 49Wilmington, DE
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Albero, Kupferman & Associates, LLC, an Accounting company, is headquartered in Wilmington, Delaware. The team provides Accounting.
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UndisclosedUndisclosed10 - 49Wilmington, DE
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Cover & Rossiter is an Accounting company. They are based in Wilmington, Delaware and have small team of experts. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed50 - 249Wilmington, DE
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Belfint, Lyons & Shuman, P.A., an Accounting company, was founded in 1923. The agency specializes in Accounting.
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UndisclosedUndisclosed50 - 249Birmingham, AL
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Kassouf & Co, an Accounting company, is headquartered in Birmingham, Alabama. They focus on Accounting and Business Consulting and were launched in 1931.
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UndisclosedUndisclosed10 - 49Colorado Springs, CO
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Launched in 1993, TPM Staffing Services is a Staffing company. In Colorado Springs, Colorado, the team offers Staffing and Recruiting.
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UndisclosedUndisclosed2 - 9Birmingham, AL
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Horton Lee Burnett Peacock is a Birmingham, Alabama-based Accounting company. Launched in 1967, the team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Birmingham, AL
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Located in Birmingham, Alabama, Lovoy, Summerville & Shelton, LLC is an Accounting company. They focus on Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Montgomery, AL
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Accounting company Machen McChesney is located in Montgomery, Alabama. They focus on Accounting and Business Consulting and were founded in 1954.
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UndisclosedUndisclosed10 - 49Montgomery, AL
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Aldridge Borden & Co is an Accounting company. Located in Montgomery, Alabama, their small team specializes in Accounting and Business Consulting. The company was founded in 1918.
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UndisclosedUndisclosed2 - 9Plymouth Meeting, PA
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Accounting company The Neve Group offers Accounting. They were established in 1995.
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UndisclosedUndisclosed10 - 49Hillsboro, OR
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Small Accounting company Fordham Goodfellow, is based in Hillsboro, Oregon. The team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Hillsboro, OR
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Rowe, Deming & Rothman LLC, a small Accounting company, is located in Hillsboro, Oregon. The team specializes in Accounting.
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UndisclosedUndisclosed10 - 49Beaverton, OR
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Byzick and Company is an Accounting company. The team is based in Beaverton, Oregon, and their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Pretoria, South Africa
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Goodx Software is a custom software development company. They provide Custom Software Development and Accounting and were established in 1985.
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UndisclosedUndisclosed10 - 49Amman, Jordan
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SAJAYA ERP is a small Amman, Jordan-based Accounting company. The team specializes in Accounting and ERP consulting and SI.
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UndisclosedUndisclosed10 - 49Fairfield, NJ
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Cullari Carrico, LLC is an Accounting company. Their small team is in Fairfield, New Jersey. Their team focuses on Accounting.
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UndisclosedUndisclosed50 - 249Fairfield, NJ
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Bederson LLP is a midsize Accounting company headquartered in Fairfield, New Jersey. The team provides Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Columbus, OH
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Launched in 1984, Osi Staffing Services Inc is a small Columbus, Ohio-based Staffing company. Their services include Staffing and Recruiting.
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UndisclosedUndisclosed10 - 49Baltimore, MD
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Accounting company Graber & Associates was established in 1944. The team provides Accounting.
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UndisclosedUndisclosed10 - 49Baltimore, MD
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Abrams, Foster, Nole & Williams, P.A. Is an Accounting company. Established in 1983, the team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed50 - 249Baltimore, MD
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PBMares, a midsize Accounting company, is headquartered in Baltimore, Maryland. Their services include Accounting and Business Consulting.
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List of the Top 15 Financial Services Companies
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$1,000+< $25 / hr250 - 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.