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 - 49Berserker, Australia
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Christmas & Volling Chartered Accountants is a small Accounting company established in 1995. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Topeka, KS
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Berberich Trahan & Co is an Accounting company. The team provides Accounting and Finance & Accounting Outsourcing (FAO), and the agency is headquartered in Topeka, Kansas.
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UndisclosedUndisclosed10 - 49Alexandria, LA
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Vicknair Accounting Firm, APAC is a small Alexandria, Louisiana-based Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Lafayette, LA
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Kolder Slaven & Co is a small Accounting company headquartered in Lafayette, Louisiana. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Fresno, CA
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Dritsas Groom McCormick LLP is a Fresno, California-based Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Indianapolis, IN
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Bering CPA Firm LLC, an Accounting company, is in Indianapolis, Indiana. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Indianapolis, IN
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L.M. Henderson & Company, LLP, an Accounting company, is located in Indianapolis, Indiana. They focus on Accounting and Business Consulting and were founded in 1948.
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UndisclosedUndisclosed2 - 9Indianapolis, IN
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Haywood Henn is an Accounting company. The Indianapolis, Indiana-based agency specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Wakefield, MA
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Eastport Real Estate Services is an Accounting company founded in 1995. In Wakefield, Massachusetts, the team focuses on Accounting and Commercial Financing.
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UndisclosedUndisclosed2 - 9Mount Vernon, IA
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Koppenhaver & Associates is an Accounting company. The firm is headquartered in Mount Vernon, Iowa. Their team specializes in Accounting.
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UndisclosedUndisclosed10 - 49Bloomington, MN
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Boeckermann Grafstrom & Mayer, CPAs is a Bloomington, Minnesota-based Accounting company. Established in 1982, the team focuses on Accounting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed2 - 9Osage, IA
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Murphy, Coe & Smith is an Accounting company. They are in Osage, Iowa and have small team. Their team provides Accounting.
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UndisclosedUndisclosed2 - 9Oelwein, IA
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Ridihalgh Fuelling Snitker Weber & Company is an Accounting company. Located in Oelwein, Iowa, the team offers Accounting.
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UndisclosedUndisclosed10 - 49Baton Rouge, LA
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Located in Baton Rouge, Louisiana, Hawthorn Waymouth and Carroll is an Accounting company. They offer Accounting.
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UndisclosedUndisclosed2 - 9Des Moines, IA
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Mote is a Des Moines, Iowa-based Accounting company. The team specializes in Accounting.
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UndisclosedUndisclosed10 - 49Alexandria, LA
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Accounting company Daenen Henderson & Co, CPA's is in Alexandria, Louisiana. They focus on Accounting and Business Consulting and were founded in 1989.
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UndisclosedUndisclosed2 - 9Detroit Lakes, MN
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Fuhs & Sonstegard, LTD is an Accounting company. Established in 1983, the agency is based in Detroit Lakes, Minnesota. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Charles City, IA
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Kronlage & Olson is an Accounting company. The Charles City, Iowa-based agency was founded in 1977. Their team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Lafayette, LA
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Boudreaux & Hebert Certified Public Accountants is a small Accounting company launched in 2006. Their services include Accounting.
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UndisclosedUndisclosed50 - 249Grand Junction, CO
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Dalby, Wendland & Co., P.C., an Accounting company, was launched in 1948. The midsize team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Sioux City, IA
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Headquartered in Sioux City, Iowa, Houlihan & Associates is a small Accounting company. The team offers Accounting.
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UndisclosedUndisclosed2 - 9Frenchs Forest, Australia
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Business First Accounting Services is an Accounting company. They provide Accounting and cloud consulting & SI and were launched in 1998.
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UndisclosedUndisclosed2 - 9Gympie, Australia
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Koala Accounting & Taxation is an Accounting company. They are based in Gympie, Australia and have small team. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Lake Charles, LA
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Accounting company Accounting & Tax Center is located in Lake Charles, Louisiana. Established in 1989, the team focuses on Accounting.
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UndisclosedUndisclosed10 - 49Council Bluffs, IA
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Founded in 1983, Hayes & Associates is a small Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Wells, ME
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Downeast Accounting Services, a small Accounting company, is headquartered in Wells, Maine. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed50 - 249Lafayette, LA
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Broussard Poche is an Accounting company. They focus on Accounting and are based in Lafayette, Louisiana.
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UndisclosedUndisclosed2 - 9Gloucester, Australia
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Gloucester Tax and Accounting is an Accounting company. The Gloucester, Australia-based agency offers Accounting.
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UndisclosedUndisclosed10 - 49East Mackay, Australia
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Power2 is a small East Mackay, Australia-based Accounting company. The team offers Accounting.
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UndisclosedUndisclosed10 - 49Littleton, CO
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WhippleWood is a Littleton, Colorado-based Accounting company. They offer Accounting.
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UndisclosedUndisclosed2 - 9Rock Rapids, IA
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Ebel Heard & Company is an Accounting company. Founded in 2007, the team focuses on Accounting.
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UndisclosedUndisclosed10 - 49Pella, IA
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Launched in 1979, Schuring & Uitermarkt is a small Accounting company headquartered in Pella, Iowa. Their team offers Accounting.
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UndisclosedUndisclosed10 - 49Balwyn, Australia
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PROACCT is an Accounting company. The Balwyn, Australia-based agency was launched in 1997. Their team provides Accounting.
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UndisclosedUndisclosed10 - 49Boise, ID
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HH & Associates, Inc. Is an Accounting company. The team specializes in Accounting and is located in Boise, Idaho.
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UndisclosedUndisclosed2 - 9Goulburn, Australia
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Based in Goulburn, Australia and Braidwood, Australia, Herries Davidson & Co is a small Accounting company. The team specializes in Accounting.
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UndisclosedUndisclosed10 - 49Lafayette, LA
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Small Accounting company Singleton, Kellner, Bolding, Avant & Associates, is based in Lafayette, Louisiana. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Lexington, KY
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Small Accounting company Enderle & Romans, PLLC, is based in Lexington, Kentucky. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Ames, IA
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Weber Accounting Services is an Ames, Iowa-based Accounting company. The team provides Accounting.
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UndisclosedUndisclosed2 - 9Portland, ME
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Small Accounting company Honeck O'Toole CPAs, is headquartered in Portland, Maine. Their services include Accounting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed50 - 249Metairie, LA
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Accounting company Kushner La Graize is located in Metairie, Louisiana. Established in 1985, the team provides Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Colorado Springs, CO
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SSA, P.C. Is an Accounting company. The Colorado Springs, Colorado-based company specializes in Accounting.
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UndisclosedUndisclosed10 - 49Rochester, MN
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Small Accounting company Oertli & Pleschourt, LLP, is located in Rochester, Minnesota. The team offers Accounting.
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UndisclosedUndisclosed2 - 9Orange City, IA
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Founded in 1966, Bengard & Associates is a small Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Lake Charles, LA
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J. Walker & Company, an Accounting company, specializes in Accounting. The firm is located in Lake Charles, Louisiana.
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UndisclosedUndisclosed10 - 49Springfield, IL
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Eck, Schafer & Punke, LLP is a Springfield, Illinois-based Accounting company. They offer Accounting.
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UndisclosedUndisclosed10 - 49Bangor, ME
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Launched in 1997, LG&H, Certified Public Accountants is an Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Hailey, ID
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Becker, Chambers & Co., P.A. Is a small Hailey, Idaho-based Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Mandeville, LA
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E.K. Lozano & Company, an Accounting company, was founded in 1997. The team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed50 - 249Metairie, LA
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Midsize Accounting company Bourgeois Bennett, is based in Metairie, Louisiana. The team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Canning Vale, Australia
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Founded in 2001, Accountants Australia is a small Accounting company. Their team focuses on 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.