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 - 9Glencoe, IL
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The Beyrak Firm is an Accounting company. They are headquartered in Glencoe, Illinois and have small team. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Los Angeles, CA
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CMM, LLP, a small Accounting company, is located in Los Angeles, California. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Wilmington, DE
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Doherty & Associates, Inc. Is a small Wilmington, Delaware-based Accounting company. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Wilmington, DE
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Snyder & Company PA CPA's is an Accounting company. The firm is in Wilmington, Delaware. Their team provides Accounting.
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UndisclosedUndisclosed2 - 9Kansas City, MO
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Based in Kansas City, Missouri, Williams Tax & Accounting is a small Accounting company. The team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Kansas City, MO
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Kaufman & Nichols is an Accounting company. Established in 1990, the team provides Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Wilmington, DE
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Based in Wilmington, Delaware, The Ralph V. Estep Firm. Is a small Accounting company. The team offers Accounting.
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UndisclosedUndisclosed2 - 9Kansas City, MO
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COCHRAN HEAD VICK & CO is an Accounting company. Based in Kansas City, Missouri, their team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Garden City, KS
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KELLER & MILLER is an Accounting company. They are based in Garden City, Kansas. Their team offers Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Westwood, KS
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Miller Haviland Ketter is an Accounting company. The company is headquartered in Westwood, Kansas. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Bullhead City, AZ
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Brent A. Marshall, CPA is a small Bullhead City, Arizona-based Accounting company. The team offers Accounting.
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UndisclosedUndisclosed2 - 9Smyrna, DE
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Small Accounting company Wattay Accounting, is headquartered in Smyrna, Delaware. The team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Wilmington, DE
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Papaleo, Rosen & Chelf, PA is a small Accounting company in Wilmington, Delaware. The team offers Accounting.
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UndisclosedUndisclosed2 - 9Tempe, AZ
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Mark Taylor, CPA is an Accounting company. Their small team is located in Tempe, Arizona. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Newark, DE
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Established in 2004, DuVilla and Company, LLC is a small Newark, Delaware-based Accounting company. Their team offers Accounting.
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UndisclosedUndisclosed50 - 249Tempe, AZ
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Located in Tempe, Arizona, Henry+Horne is an Accounting company. They specialize in Accounting.
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UndisclosedUndisclosed50 - 249Sydney, Australia
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Midsize Accounting company Prosperity Advisers Group, is located in Sydney, Australia and Newcastle, Australia. The team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9
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Financial Safeguards Group is an Arizona-based Accounting company. Established in 1990, the team specializes in Accounting and Insurance Services & Brokers.
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UndisclosedUndisclosed2 - 9Phoenix, AZ
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Smith Accounting & Business Solutions LLC is an Accounting company. Established in 2007, the company is located in Phoenix, Arizona. Their team offers Accounting.
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UndisclosedUndisclosed2 - 9Mesa, AZ
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Sean Core CPA is a Mesa, Arizona-based Accounting company. The team offers Accounting.
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UndisclosedUndisclosed2 - 9Kingman, AZ
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Small Accounting company Henry W Varga PLC, is located in Kingman, Arizona. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Mesa, AZ
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Accounting company Ellsworth Stauffer Professional Tax & Accounting was established in 1990. The agency specializes in Accounting, and is small.
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UndisclosedUndisclosed2 - 9Gilbert, AZ
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Martinez & Shanken, PLLC is a small Gilbert, Arizona-based Accounting company. The team offers Accounting.
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UndisclosedUndisclosed2 - 9Chicago, IL
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PlotPoint Financial LLC is an Accounting company. Their small team is in Chicago, Illinois. Their team offers Accounting.
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UndisclosedUndisclosed2 - 9Newcastle, Australia
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Accounting company Hub Advisory Group is based in Newcastle, Australia. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Tempe, AZ
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Preston CPA is an Accounting company. They are headquartered in Tempe, Arizona and have small team. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Anchorage, AK
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Skipworth & Associates is an Accounting company launched in 2001. The team focuses on Accounting and is located in Anchorage, Alaska.
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UndisclosedUndisclosed2 - 9Fairbanks, AK
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Feniks & Co is an Accounting company. Located in Fairbanks, Alaska, the team provides Accounting.
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UndisclosedUndisclosed2 - 9Marion, IA
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Joel Grandon Accounting Services is a small Accounting company. They provide Accounting and were launched in 1994.
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UndisclosedUndisclosed2 - 9Anchorage, AK
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Accounting company Alban & Company was launched in 1989. The agency focuses on Accounting, and is small.
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UndisclosedUndisclosed2 - 9Barrington, IL
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Randall Gross & Company, Ltd., a small Accounting company, is headquartered in Barrington, Illinois. The team offers Accounting.
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UndisclosedUndisclosed2 - 9Ankeny, IA
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RW Tax Advisors is a small Accounting company based in Ankeny, Iowa. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Anchorage, AK
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Launched in 1994, Laughlin Ogle & Rodgers is a small Anchorage, Alaska-based Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Fairbanks, AK
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Steele Accounting Services is an Accounting company. The team offers Accounting and is located in Fairbanks, Alaska.
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UndisclosedUndisclosed10 - 49Ballarat Central, Australia
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Cluff Accountants is an Accounting company. They were launched in 1990 and provide Accounting.
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UndisclosedUndisclosed2 - 9Corowa, Australia
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Potts & Schnelle is an Accounting company. Their small team of employees is located in Corowa, Australia. Their team offers Accounting.
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UndisclosedUndisclosed2 - 9Anchorage, AK
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Based in Anchorage, Alaska, Owen C Freeman CPA PC is a small Accounting company. The team provides Accounting.
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UndisclosedUndisclosed2 - 9Johnston, IA
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Kane Company is an Accounting company founded in 1990. The team specializes in Accounting and is located in Johnston, Iowa.
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UndisclosedUndisclosed10 - 49Crystal Lake, IL
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Accounting company Miller Verchota, Inc. Is located in Crystal Lake, Illinois. They offer Accounting and were established in 2000.
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UndisclosedUndisclosed2 - 9Cronulla, Australia
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Millar Partners , a small Accounting company, is in Cronulla, Australia. The team offers Accounting.
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UndisclosedUndisclosed10 - 49Gympie, Australia
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Brown, Macaulay and Warren Chartered Accountants is an Accounting company established in 1948. The team specializes in Accounting and Business Consulting and is in Gympie, Australia.
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UndisclosedUndisclosed50 - 249Alton, IL
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Scheffel Boyle is an Accounting company. Launched in 1924, their team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Toowoomba City, Australia
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Accounting company Betts & Associates was founded in 1981. In Toowoomba City, Australia, the team specializes in Accounting.
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UndisclosedUndisclosed10 - 49Surry Hills, Australia
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In The Picture is an Accounting company. Their small team is headquartered in Surry Hills, Australia. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Manchester, IA
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Vermazen Tax Services is an Accounting company. They are based in Manchester, Iowa and have small team. Their team offers Accounting.
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UndisclosedUndisclosed2 - 9Coralville, IA
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Established in 2012, Culver & Garrity is a small Accounting company based in Coralville, Iowa. Their team offers Accounting.
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UndisclosedUndisclosed50 - 249Salina, KS
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K·Coe Isom is a midsize Accounting company located in Salina, Kansas. The team provides Accounting and IT strategy consulting.
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UndisclosedUndisclosed2 - 9Moonee Ponds, Australia
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Taxwise Consultants is an Accounting company. Their small team is headquartered in Moonee Ponds, Australia. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Ottumwa, IA
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David W Goodman is an Accounting company. Their small team is located in Ottumwa, Iowa. Their team provides Accounting.
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UndisclosedUndisclosed2 - 9Sioux City, IA
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Kramer & Associates, a small Accounting company, is located in Sioux City, Iowa. Their services include Accounting.
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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.