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 - 49Wagga Wagga, Australia
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Giacca Partners is an Accounting company. Headquartered in Wagga Wagga, Australia, the agency focuses on Accounting.
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UndisclosedUndisclosed2 - 9Waukegan, IL
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Launched in 1995, January Accounting Service is a small Accounting company. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Scottsdale, AZ
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CFR Capital Group is a small Accounting company located in Scottsdale, Arizona. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Boise, ID
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Czarniecki & Company, PLLC, a small Accounting company, is located in Boise, Idaho. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Maitland, Australia
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Macmillans - Accountants is an Accounting company. Headquartered in Maitland, Australia, the firm was founded in 1948. Their team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Whittier, CA
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Harvey & Parmelee LLP is a Whittier, California-based Accounting company. The team specializes in Accounting.
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UndisclosedUndisclosed10 - 49Nampa, ID
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Ripley Doorn & Company, PLLC is an Accounting company. The team provides Accounting, and the company is based in Nampa, Idaho.
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UndisclosedUndisclosed10 - 49Fresno, CA
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Boos & Associates, a Professional Corp. Is an Accounting company. They are based in Fresno, California. Their team provides Accounting.
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UndisclosedUndisclosed50 - 249Northbrook, IL
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Accounting company CJBS was founded in 1957. The agency specializes in Accounting and Business Consulting, and is midsize.
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UndisclosedUndisclosed2 - 9Fresno, CA
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Founded in 1992, Savage & Company, CPA is an Accounting company. The firm focuses on Accounting.
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UndisclosedUndisclosed2 - 9Vestavia Hills, AL
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Accounting company Martha S. Echols, CPA was founded in 2006. The team offers Accounting.
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UndisclosedUndisclosed10 - 49Decatur, IL
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Summit Tax & Accounting, LLC is an Accounting company founded in 1971. The team provides Accounting.
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UndisclosedUndisclosed2 - 9Birmingham, AL
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Accounting company Barringer CPA, LLC was launched in 2017. Located in Birmingham, Alabama, the team focuses on Accounting.
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UndisclosedUndisclosed10 - 49Birmingham, AL
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Stone Avant & Daniels PC is an Accounting company. They are located in Birmingham, Alabama and have small team. Their team offers Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Bloomington, IL
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Founded in 1967, Dunbar, Breitweiser & Company, LLP is an Accounting company. Based in Bloomington, Illinois, the team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Chicago, IL
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Gladys R Wilson and Associates is an Accounting company. They are based in Chicago, Illinois and have small team. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Wheaton, IL
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Small Accounting company M & M Accounting & Tax Services Ltd., is based in Wheaton, Illinois. The team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Wilmington, DE
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Williams Humphreys & Company is an Accounting company. Launched in 2005, the team specializes in Accounting. The agency is in Wilmington, Delaware.
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UndisclosedUndisclosed50 - 249
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Gunnip & Company CPAs, an Accounting company, is headquartered in. Launched in 1947, the team provides Accounting.
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UndisclosedUndisclosed2 - 9Chicago, IL
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Novak Costello CPA Group, LLC is an Accounting company. They were established in 2014 and focus on Accounting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed2 - 9Elmhurst, IL
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Based in Elmhurst, Illinois, Rindone & Company is a small Accounting company. The team provides Accounting.
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UndisclosedUndisclosed10 - 49Lake Forest, IL
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Pasquesi Sheppard LLC is an Accounting company launched in 1975. The team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Paradise Valley, AZ
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JD Jones Company is an Accounting company. Their small team is headquartered in Paradise Valley, Arizona. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Christiana, DE
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The Godwin Firm, PA, an Accounting company, is headquartered in Christiana, Delaware. Established in 2016, the team specializes in Accounting.
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UndisclosedUndisclosed10 - 49Bloomington, IL
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Striegel Knobloch & Company, LLC is an Accounting company. Their small team is in Bloomington, Illinois. Their team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Mesa, AZ
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Mesquite Tax is a small Accounting company based in Mesa, Arizona. The team provides Accounting.
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UndisclosedUndisclosed10 - 49Wyong, Australia
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Better Business Advice, a small Accounting company, is located in Wyong, Australia. The team specializes in Accounting.
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UndisclosedUndisclosed10 - 49Phoenix, AZ
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Established in 2000, Rapido Express Tax Services is an Accounting company. The team focuses on Accounting.
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UndisclosedUndisclosed10 - 49Middletown, DE
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Boyer & Boyer Accountants is an Accounting company. The Middletown, Delaware-based agency was established in 1975. Their team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Idaho Falls, ID
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Affordable Accounting Services is an Accounting company. Their small team of employees is in Idaho Falls, Idaho. Their team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Surprise, AZ
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Trudys Taxes & Bookkeeping LLC, a small Accounting company, is headquartered in Surprise, Arizona. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Phoenix, AZ
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Phocus Companies is an Accounting company. They are located in Phoenix, Arizona and have small team. Their team provides Accounting.
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UndisclosedUndisclosed10 - 49Coeur d'Alene, ID
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Magnuson, McHugh & Company, P.A., an Accounting company, was founded in 1951. Located in Coeur d'Alene, Idaho, the team offers Accounting.
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UndisclosedUndisclosed50 - 249Lismore, Australia
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WCA Chartered Accountants is an Accounting company. The Lismore, Australia-based company was established in 1922. Their team offers Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Wilmington, DE
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Bumpers & Company, P.A. Is a small Accounting company launched in 1922. Their team specializes in Accounting.
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UndisclosedUndisclosed10 - 49Newcastle, Australia
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Leenane Templeton, an Accounting company, is located in Newcastle, Australia. They focus on Accounting and Business Consulting and were established in 2001.
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UndisclosedUndisclosed10 - 49Eureka, CA
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AALFS, EVANS & COMPANY LLP is an Accounting company headquartered in Eureka, California. They offer Accounting.
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UndisclosedUndisclosed2 - 9Payette, ID
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Quest CPAs PLLC is a small Accounting company located in Payette, Idaho. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Bakersfield, CA
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Hardway Axume Weir CPAs, LLP is a Bakersfield, California-based Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Corona, CA
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Founded in 1986, SUSAN GLENN & ASSOCIATES, CPA'S, INC. Is a small Corona, California-based Accounting company. Their team offers Accounting.
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UndisclosedUndisclosed10 - 49Phoenix, AZ
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Located in Phoenix, Arizona, Campos Enterprises is a small Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Tucson, AZ
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Based in Tucson, Arizona, D & D Accounting is a small Accounting company. The team offers Accounting.
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UndisclosedUndisclosed10 - 49San Luis Obispo, CA
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Accounting company Longcrier & Associates CPAs, LLP provides Accounting and Business Consulting. They were established in 2008.
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UndisclosedUndisclosed2 - 9Meridian, ID
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Established in 2008, JG CPAs, LLC, a small Accounting company, is located in Meridian, Idaho and Boise, Idaho. Their team offers Accounting.
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UndisclosedUndisclosed2 - 9Boise, ID
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Chigbrow, Ryan & Company, Chtd., an Accounting company, was founded in 1985. They specializes in Accounting.
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UndisclosedUndisclosed2 - 9Arcadia, CA
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Paul Carney CPA, an Accounting company, specialize in Accounting. They were launched in 1994.
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UndisclosedUndisclosed50 - 249Red Bay, AL
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Sparks CPA Firm PC is a midsize Red Bay, Alabama-based Accounting company. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Wickham, Australia
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McEwan and Partners is an Accounting company. Their small team is located in Wickham, Australia. Their team offers Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Rexburg, ID
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Smith, Kunz & Associates is an Accounting company established in 1994. The small team offers Accounting.
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UndisclosedUndisclosed10 - 49Newcastle West, Australia
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Small Accounting company McGregor & McGregor, is located in Newcastle West, Australia. 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 -
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+$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 -
UndisclosedUndisclosed10 - 49Londonderry, NH
Ability to deliver
33.3/40.019.2/20 Reviews6.9/10 Clients & Experience7.2/10 Market PresenceService focus
80% Accounting20% 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 -
UndisclosedUndisclosed250 - 999Indianapolis, IN
Ability to deliver
33.1/40.019/20 Reviews8.8/10 Clients & Experience5.3/10 Market PresenceService focus
10% Accounting90% 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 -
UndisclosedUndisclosed50 - 249San Francisco, CA
Ability to deliver
32.8/40.016.8/20 Reviews9/10 Clients & Experience6.9/10 Market PresenceService focus
45% Accounting55% 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.