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 - 9Cedar Falls, IA
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Judy Schindel is an Accounting company. Their team is based in Cedar Falls, Iowa and offers Accounting.
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UndisclosedUndisclosed2 - 9Carrara, Australia
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PG&A Accountants & Advisers, an Accounting company, was launched in 1990. The small team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed50 - 249Naperville, IL
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DHJJ is a Naperville, Illinois-based Accounting company. The team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Post Falls, ID
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Dougherty & Associates CPAs is an Accounting company. Founded in 1994, the team offers Accounting.
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UndisclosedUndisclosed2 - 9Storm Lake, IA
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Rosene Pickhinke Peters & Company is an Accounting company. Established in 1970, the company focuses on Accounting.
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UndisclosedUndisclosed2 - 9Oskaloosa, IA
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Boyle & Henderson is an Accounting company. In Oskaloosa, Iowa, the firm was launched in 1989. Their services include Accounting.
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UndisclosedUndisclosed2 - 9West Des Moines, IA
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Accounting company Boelman Shaw Tax & Financial Planning is located in West Des Moines, Iowa. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Indianapolis, IN
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Accounting company UK CPA Group is located in Indianapolis, Indiana. They specialize in Accounting.
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UndisclosedUndisclosed2 - 9Braintree, MA
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DAI Property Management is a Commercial Brokerage Services company. Established in 2008, the company focuses on Commercial Brokerage Services and Commercial Property Management.
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UndisclosedUndisclosed10 - 49Bettendorf, IA
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Anderson Lower Whitlow is an Accounting company. The team offers Accounting, and the agency is based in Bettendorf, Iowa.
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UndisclosedUndisclosed2 - 9Perth, Australia
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Headquartered in Perth, Australia, Owen and Plaistowe is a small Accounting company. The team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Crows Nest, Australia
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Accounting Network Systems is an Accounting company. They are located in Crows Nest, Australia and have small team of experts. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Valparaiso, IN
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Gatlin Rago CPA Group is an Accounting company. They are in Valparaiso, Indiana. Their team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed50 - 249Roseville, MN
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Accounting company Olsen Thielen CPAs was launched in 1921. The midsize team provides Accounting.
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UndisclosedUndisclosed10 - 49North Sydney, Australia
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Small Accounting company Bramelle Partners, is headquartered in North Sydney, Australia. The team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Saint Paul, MN
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A.J. Siddiqui CPA is a small Accounting company launched in 1994. Their services include Accounting.
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UndisclosedUndisclosed50 - 249South Geelong, Australia
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The Accountant Group is a midsize Accounting company. Launched in 2000, the team offers Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Indianapolis, IN
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Simons Bitzer & Associates PC is an Accounting company. They were founded in 1995 and provide Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Peoria, IL
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Ginoli & Company is a small Accounting company located in Peoria, Illinois. Their services include Accounting.
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UndisclosedUndisclosed10 - 49North Sydney, Australia
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Small Accounting company Quest Financial Services, is in North Sydney, Australia. The team offers Accounting and Business Consulting.
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UndisclosedUndisclosed50 - 249St. Cloud, MN
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LB Carlson, LLP, an Accounting company, is headquartered in St. Cloud, Minnesota. Their services include Accounting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed2 - 9Mount Prospect, IL
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Accounting company Barnes, Givens & Barnes is based in Mount Prospect, Illinois. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Adelaide, Australia
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DFK Gray Perry Adelaide, an Accounting company, is based in Adelaide, Australia. The team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Indianapolis, IN
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Brawley and Associates, PC is an Accounting company founded in 2005. The company offers Accounting, and is small.
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UndisclosedUndisclosed10 - 49Sparks, NV
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Ace Payroll Services, Inc. Is a Sparks, Nevada-based Accounting and HR Consulting company. They provide Accounting and HR Consulting and were launched in 1994.
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UndisclosedUndisclosed2 - 9Boston, MA
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Drew Company is a Marketing Strategy company. They were established in 1982, and their services include Marketing Strategy and Architectural Design.
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UndisclosedUndisclosed2 - 9Minnetonka, MN
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Stauber CPA, PA is an Accounting company. The company is based in Minnetonka, Minnesota. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Sheffield, AL
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Leigh, King & Associates, P.C. Is a small Sheffield, Alabama-based Accounting company. The team focuses on Accounting.
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UndisclosedUndisclosed10 - 49St. Louis Park, MN
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Malloy Montague Karnowski Radosevich & Co., P.A. Is an Accounting company. The team is located in St. Louis Park, Minnesota, and their services include Accounting.
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UndisclosedUndisclosed10 - 49Hurstville, Australia
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In Hurstville, Australia, DGK & Associates is a small Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Montgomery, AL
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Diamond, Carmichael & Gary, P.A. Is a small Montgomery, Alabama-based Accounting company. The team offers Accounting.
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UndisclosedUndisclosed10 - 49Woree, Australia
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LBA Partners is a small Accounting company in Woree, Australia. The team provides Accounting.
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UndisclosedUndisclosed10 - 49Los Angeles, CA
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Founded in 1980, Fishman, Block and Diamond, LLP is a small Los Angeles, California-based Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9St. Louis Park, MN
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Accounting company J.M. Knoll LLC was founded in 2002. The small team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Indianapolis, IN
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Founded in 2001, Lawrie CPA Group is a small Indianapolis, Indiana-based Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Birmingham, AL
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Roger A Barlow PC, an Accounting company, was launched in 1984. They offers Accounting.
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UndisclosedUndisclosed2 - 9Hurstville, Australia
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Get Accounting Done is an Accounting company. Their team is in Hurstville, Australia and specializes in Accounting.
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UndisclosedUndisclosed50 - 249Saint Paul, MN
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Redpath and Company, Ltd. Is an Accounting company. Founded in 1971, the agency is headquartered in Saint Paul, Minnesota. Their services include Accounting and Finance & Accounting Outsourcing
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UndisclosedUndisclosed2 - 9Bossier City, LA
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Accounting company Rachel & Kostelka is based in Bossier City, Louisiana. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Tuscaloosa, AL
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Whisenant & Associates, LLC is a small Tuscaloosa, Alabama-based Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Lafayette, LA
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Phillips Goodson & Co is an Accounting company. The Lafayette, Louisiana-based firm was established in 1964. Their team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Nampa, ID
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Bailey & Company is an Accounting company. They are based in Nampa, Idaho. Their team specializes in Accounting.
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UndisclosedUndisclosed10 - 49Mundingburra, Australia
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Kathy Neville Accounting & Tax Solutions is a small Mundingburra, Australia-based Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Lake Charles, LA
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Founded in 1985, Terranova Williams Klein CPA's is an Accounting company. The team offers Accounting.
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UndisclosedUndisclosed10 - 49Little Falls, MN
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Accounting company RTO PA provides Accounting. They were founded in 1978.
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UndisclosedUndisclosed2 - 9Shreveport, LA
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First Choice Tax & Accounting Services is an Accounting company. Their small team is based in Shreveport, Louisiana. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Lafayette, LA
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Darnall Sikes Gardes & Frederick, an Accounting company, was established in 1950. The team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Boise, ID
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Accounting company Corbett Price & Associates provides Accounting. They were launched in 2018.
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UndisclosedUndisclosed2 - 9Naperville, IL
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Radha Associates, Inc. Is an Accounting company. They are based in Naperville, Illinois and have small team. Their team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Montgomery, AL
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Livings, Lankford, Lambert & Co, PC, an Accounting company, was launched in 1986. They provides 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.