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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UndisclosedUndisclosed250 - 999Baton Rouge, LA
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Postlethwaite & Netterville is an Accounting company. The Baton Rouge, Louisiana-based agency provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Lincoln, NE
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BMG Certified Public Accountants, LLP, an Accounting company, focus on Accounting. They were launched in 1983.
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UndisclosedUndisclosed2 - 9West Des Moines, IA
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Raine Recruiting LLC is a small Staffing company. Founded in 2013, the team offers Staffing and Recruiting.
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UndisclosedUndisclosed10 - 49Lincoln, NE
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Accounting company Watts & Hershberger was founded in 1982. Located in Lincoln, Nebraska, the team provides Accounting and Business Consulting.
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UndisclosedUndisclosed50 - 249Idaho Falls, ID
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Launched in 1954, Cooper Norman CPAs & Business Advisors, a midsize Accounting company, is based in Idaho Falls, Idaho. Their team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed50 - 249Troy, MI
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Gordon Advisors, P.C. Is a Troy, Michigan-based Accounting company. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Los Angeles, CA
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Thomas St John Group is an Accounting company. Their small team of employees is headquartered in Los Angeles, California. Their team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Los Angeles, CA
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Spatola & Company CPA, Inc. Is an Accounting company located in Los Angeles, California. The team specializes in Accounting.
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UndisclosedUndisclosed10 - 49Indianapolis, IN
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Sponsel CPA Group, LLC is an Accounting company located in Indianapolis, Indiana. Established in 2009, the team focuses on Accounting and IT managed services.
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UndisclosedUndisclosed10 - 49Indianapolis, IN
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RJ Pile LLC is an Accounting company. They were launched in 1938 and specialize in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Indianapolis, IN
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Bogdanoff Dages & Co., P.C., an Accounting company, was established in 2015. The company specializes in Accounting and Business Consulting, and is small.
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UndisclosedUndisclosed10 - 49Minneapolis, MN
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Simma Flottemesch & Orenstein, a small Accounting company, is based in Minneapolis, Minnesota. The team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Minneapolis, MN
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Sundberg Tax & Consulting is an Accounting company. The team provides Accounting and Business Consulting and is in Minneapolis, Minnesota.
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UndisclosedUndisclosed2 - 9Durham, NC
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Roberson CPA Firm, PLLC is an Accounting company. They are located in Durham, North Carolina and have small team. They offer Accounting.
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UndisclosedUndisclosed10 - 49Durham, NC
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Accounting company Neal Bradsher & Taylor was launched in 1968. The firm offers Accounting and Business Consulting, and is small.
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UndisclosedUndisclosed250 - 999New York, NY
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Infinity Consulting Solutions is a midsize Accounting and HR Consulting company launched in 2001. Their services include Accounting and HR Consulting.
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UndisclosedUndisclosed10 - 49Idaho Falls, ID
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Poston, Denney & Killpack, PLLC, a small Accounting company, is headquartered in Idaho Falls, Idaho. The team focuses on Accounting.
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UndisclosedUndisclosed50 - 249Minneapolis, MN
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DS+B is an Accounting company. Launched in 1950, the agency is located in Minneapolis, Minnesota. Their team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Nashville, TN
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Located in Nashville, Tennessee, Baker Sullivan Hoover PLC is an Accounting company. The team offers Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Nashville, TN
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McKerley & Noonan, CPAs is a small Nashville, Tennessee-based Accounting company. The team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Franklin, TN
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Headquartered in Franklin, Tennessee, Cummings CPA Services is a small Accounting company. The team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Franklin, TN
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Sims CPA Consulting PLLC, an Accounting company, is located in Franklin, Tennessee. Established in 2009, the team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Makati, Philippines
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EnterPH is an Accounting company headquartered in Makati, Philippines. Their services include Accounting and HR Consulting.
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UndisclosedUndisclosed10 - 49West Des Moines, IA
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Brooks Lodden, P.C. Is an Accounting company. They are in West Des Moines, Iowa and have small team of experts. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9West Des Moines, IA
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Martens & Company, CPA, LLP is an Accounting company. Their team is based in West Des Moines, Iowa and provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9West Des Moines, IA
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Launched in 2009, Kaduce & Company, PC is an Accounting company. The small team offers Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Sioux City, IA
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Williams & Company, P.C. Is an Accounting company. Headquartered in Sioux City, Iowa, the agency was established in 1929. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Taguig, Philippines
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Cyber Security Philippines-Cert®, a Cybersecurity company, was founded in 2016. The team specializes in Cybersecurity and Accounting.
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UndisclosedUndisclosed2 - 9Sioux City, IA
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Nichols Rise & Company LLP is an Accounting company in Sioux City, Iowa. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Sioux City, IA
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Based in Sioux City, Iowa, King, Reinsch, Prosser & Co., LLP is a small Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Dallas, TX
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Accounting company Ablon and Company, PLLC is located in Dallas, Texas. They focus on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Dallas, TX
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The Burns Firm, Ltd., a small Accounting company, is based in Dallas, Texas. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Austin, TX
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Hollis CPA Firm, an Accounting company, is located in Austin, Texas. They provide Accounting and Business Consulting and were launched in 2003.
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UndisclosedUndisclosed2 - 9Austin, TX
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Based in Austin, Texas, Meck Noonan Co, LLC is an Accounting company. Established in 1984, the team offers Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Concord, NH
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Plodzik & Sanderson P. A. , an Accounting company, was founded in 1975. The small team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Concord, NH
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Landry & Associates is an Accounting company. They were established in 2009 and provide Accounting.
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UndisclosedUndisclosed2 - 9Concord, NH
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Accounting company Lifetime Tax and Accounting is headquartered in Concord, New Hampshire. Established in 2008, the team specializes in Accounting.
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UndisclosedUndisclosed10 - 49Greenwich, CT
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Located in Greenwich, Connecticut, Alfano & Company, LLC is an Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Helena, MT
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Established in 1987, Tompkins & Peters CPAs, P.C. Is an Accounting company. The team offers Accounting.
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UndisclosedUndisclosed50 - 249Helena, MT
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JCCS , an Accounting company, was established in 1946. The midsize team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49South Burlington, VT
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McSoley McCoy & Co. Is a small Accounting company. Founded in 1990, the team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49South Burlington, VT
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Grippin Donlan Pinkham is a small South Burlington, Vermont-based Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Charleston, WV
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Woomer, Nistendirk & Associates, PLLC is a small Accounting company located in Charleston, West Virginia. The team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Astoria, NY
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Small Accounting company Chase Accounting Firm, is based in Astoria, New York. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed50 - 249Honolulu, HI
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N&K CPAs, Inc., an Accounting company, is in Honolulu, Hawaii. The team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed50 - 249New York, NY
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Abacus Group, LLC, a Staffing company, offer Staffing and Recruiting. They were founded in 1997.
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UndisclosedUndisclosed50 - 249New York, NY
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The Custom Group of Companies is a Business Consulting company. Founded in 1986, the agency focuses on Business Consulting and Accounting.
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UndisclosedUndisclosed2 - 9Denver, CO
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Headquartered in Denver, Colorado, Cornelius CPAs is an Accounting company. They focus on Accounting.
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UndisclosedUndisclosed10 - 49Denver, CO
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Holben Hay Lake Balzer CPA, LLC is an Accounting company. They are headquartered in Denver, Colorado and have small team of experts. Their services include Accounting.
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UndisclosedUndisclosed50 - 249Albuquerque, NM
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REDW LLC is an Accounting company. Their team is based in Albuquerque, New Mexico. The agency specializes in 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.