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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UndisclosedUndisclosed2 - 9Elmhurst, IL
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Johnson & Dutt is an Accounting company. Their small team is headquartered in Elmhurst, Illinois. Their team focuses on Accounting.
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UndisclosedUndisclosed10 - 49Lexington, KY
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Small Accounting company FK Perkins & Co. PLLC, is based in Lexington, Kentucky. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Elizabethtown, KY
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Burba & Company, PSC is a small Accounting company. They offer Accounting and were launched in 1997.
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UndisclosedUndisclosed10 - 49Mountain View, CA
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Founded in 1980, Bowman & Company, LLP is an Accounting company. The team offers Accounting and Business Consulting and is based in Mountain View, California.
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UndisclosedUndisclosed2 - 9Bardstown, KY
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Brown & Cheek, Inc. Is a small Bardstown, Kentucky-based Accounting company. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Covington, KY
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Munninghoff, Lange & Co. Is an Accounting company headquartered in Covington, Kentucky. Founded in 1983, the team specializes in Accounting.
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UndisclosedUndisclosed10 - 49London, OH
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Christian Sturgeon, PLLC. Is an Accounting company. The London, Ohio-based agency provides Accounting.
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UndisclosedUndisclosed2 - 9Paducah, KY
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Blythe CPAs & Advisors is a Paducah, Kentucky-based Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Lexington, KY
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Allen CPAs & Advisors is an Accounting company. They are in Lexington, Kentucky and have small team. Their team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Edgewood, KY
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Hannegan & Associates is a small Accounting company headquartered in Edgewood, Kentucky. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Lexington, KY
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Innovative Accounting is an Accounting company. Their small team is located in Lexington, Kentucky. Their team offers Accounting.
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UndisclosedUndisclosed2 - 9Lexington, KY
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Affordable Accounting & Tax Service LLC is an Accounting company. Their small team is located in Lexington, Kentucky. Their team provides Accounting.
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UndisclosedUndisclosed2 - 9Anchorage, AK
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Stevens Group, CPAs, an Accounting company, is located in Anchorage, Alaska. Established in 1987, the team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Anchorage, AK
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Thomas K. Mitchell, CPA is an Accounting company launched in 2006. The firm provides Accounting, and is small.
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UndisclosedUndisclosed10 - 49Joondalup, Australia
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Mckinley Plowman, a small Accounting company, is headquartered in Joondalup, Australia. The team focuses on Accounting.
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UndisclosedUndisclosed10 - 49Fairbanks, AK
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Robinson & Ward PC, an Accounting company, was established in 1986. The team specializes in Accounting and is in Fairbanks, Alaska.
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UndisclosedUndisclosed10 - 49Toowoomba City, Australia
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Higgins Wood & Associates is an Accounting company located in Toowoomba City, Australia. They specialize in Accounting and were founded in 1982.
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UndisclosedUndisclosed10 - 49Baulkham Hills, Australia
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MGB Public Accountants, a small Accounting company, is based in Baulkham Hills, Australia. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Anchorage, AK
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Founded in 1994, Kerr Mcvey Sheaffer & Associates is an Accounting company. The company provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9West End, Australia
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Intelligent Business Solutions, a small Accounting company, is in West End, Australia. Their services include Accounting.
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UndisclosedUndisclosed50 - 249Bakersfield, CA
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Brown Armstrong Certified Public Accountants is an Accounting company. Founded in 1974, the agency is located in Bakersfield, California. Their team specializes in Accounting and Business
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UndisclosedUndisclosed10 - 49Ballina, Australia
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Accounting company Collins Hume focuses on Accounting and Business Consulting. They are headquartered in Ballina, Australia.
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UndisclosedUndisclosed10 - 49Wollongong, Australia
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Small Accounting company Black & White Accounting Solutions, is in Wollongong, Australia. The team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Chatswood, Australia
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OBB Accountants is an Accounting company. They are based in Chatswood, Australia. Their team provides Accounting.
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UndisclosedUndisclosed2 - 9Champaign, IL
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Commercial Property Management company Green Street Realty offers Commercial Property Management and Commercial Development. They are in Champaign, Illinois.
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UndisclosedUndisclosed10 - 49Belmont, Australia
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Hillier's Advisors is a small Belmont, Australia-based Accounting company. The team offers Accounting.
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UndisclosedUndisclosed2 - 9Burlington, IA
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First Rate Accounting Service is an Accounting company. Their team is headquartered in Burlington, Iowa and provides Accounting.
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UndisclosedUndisclosed2 - 9Port Macquarie, Australia
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MIKE’S TAX & ACCOUNTING, a small Accounting company, is based in Port Macquarie, Australia. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Cedar Falls, IA
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Gosling & Company is an Accounting company. Their small team of employees is headquartered in Cedar Falls, Iowa. Their team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Penrith, Australia
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Judge Accountants is an Accounting company. They are based in Penrith, Australia, and their services include Accounting.
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UndisclosedUndisclosed2 - 9Dubuque, IA
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Located in Dubuque, Iowa, Wagner Accounting & Tax Service is a small Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Carroll, IA
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Feldmann & Company is an Accounting company. The Carroll, Iowa-based company was launched in 1979. Their team specializes in Accounting.
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UndisclosedUndisclosed10 - 49Sioux Center, IA
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Kroese & Kroese, an Accounting company, specialize in Accounting. They were founded in 1986.
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UndisclosedUndisclosed10 - 49Boise, ID
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Little-Morris LLP is an Accounting company. Headquartered in Boise, Idaho, their small team focuses on Accounting. The firm was established in 1972.
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UndisclosedUndisclosed2 - 9Ardross, Australia
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Based in Ardross, Australia, Femia Accountants is an Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Iowa City, IA
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Smith Accounting, an Accounting company, is headquartered in Iowa City, Iowa. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Anchorage, AK
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Accounting company Karn & Associates, PC was established in 1999. The firm specializes in Accounting, and is small.
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UndisclosedUndisclosed2 - 9Ottumwa, IA
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Davis & Lewis is an Accounting company. The agency is in Ottumwa, Iowa. Their team specializes in Accounting.
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UndisclosedUndisclosed10 - 49Cairns City, Australia
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Edge Hill Accountancy is a small Accounting company located in Cairns City, Australia. The team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Rock Rapids, IA
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De Noble, Austin & Company is a small Rock Rapids, Iowa-based Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Sandpoint, ID
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Will Crook CPA, an Accounting company, was launched in 2003. Headquartered in Sandpoint, Idaho, the team offers Accounting.
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UndisclosedUndisclosed10 - 49Cedar Rapids, IA
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Bohr Dahm Greif & Associates, a small Accounting company, is located in Cedar Rapids, Iowa. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Tempe, AZ
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Located in Tempe, Arizona, Your Tax Matters, LLC is a small Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Johnston, IA
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Launched in 2010, Woollums is an Accounting company. The firm offers Accounting, and is small.
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UndisclosedUndisclosed2 - 9Berserker, Australia
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Maxwell & Cameron is an Accounting company. Located in Berserker, Australia, the firm was launched in 2000. Their team offers Accounting.
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UndisclosedUndisclosed10 - 49Bloomington, IL
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Insight CPAs & Financial, LLC, a small Accounting company, is in Bloomington, Illinois. The team focuses on Accounting.
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UndisclosedUndisclosed2 - 9
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Small Accounting company Grand Canyon Bookkeeping, is located in Goodyear, Arizona. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Star, ID
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Busmann Clark, CPAs is an Accounting company. They are in Star, Idaho and have small team. Their team offers Accounting.
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UndisclosedUndisclosed10 - 49Solvang, CA
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C&D llp is a small Accounting company founded in 1966. Their team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49San Diego, CA
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Christy White Associates is a San Diego, California-based Accounting company. They offer Accounting and Business Consulting and were founded in 2010.
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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.