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 - 9Post Falls, ID
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Accounting company Kimpton & Co. CPAs is based in Post Falls, Idaho. They offer Accounting.
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UndisclosedUndisclosed2 - 9Fort Payne, AL
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Darnell & Stephens, PC is a small Accounting company headquartered in Fort Payne, Alabama. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Carlton, Australia
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Jeffrey Todd & Associates is a small Accounting company in Carlton, Australia. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Hoover, AL
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Headquartered in Hoover, Alabama, Hagler & Brocato LLC is an Accounting company. The team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Hurstville, Australia
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Accounting company munro SPAUL was established in 1982. Located in Hurstville, Australia, the team offers Accounting.
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UndisclosedUndisclosed2 - 9Boise, ID
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Bermensolo & Associates is an Accounting company. They offer Accounting and were founded in 2008.
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UndisclosedUndisclosed2 - 9Mawson Lakes, Australia
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Real Plus Accounting, an Accounting company, is based in Mawson Lakes, Australia. They focus on Accounting and were established in 2012.
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UndisclosedUndisclosed2 - 9Hurstville, Australia
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Widdup Barilla is an Accounting company. They are in Hurstville, Australia and have small team. Their team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Los Angeles, CA
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California H.O.A. Collection Services is a Commercial Financing company. Founded in 2014, the firm is in Los Angeles, California. Their team focuses on Commercial Financing and Accounting.
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UndisclosedUndisclosed2 - 9Boise, ID
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Launched in 2014, Wadsworth Reese is an Accounting company. The team offers Accounting.
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UndisclosedUndisclosed2 - 9Anchorage, AK
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Aasand & Glore, a small Accounting company, is located in Anchorage, Alaska. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Anchorage, AK
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Alaska Accounting Solutions is a small Anchorage, Alaska-based Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Palmer, AK
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Accounting company Fosselman & Associates CPAS is headquartered in Palmer, Alaska. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Fairbanks, AK
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Prenesti, CPAs is an Accounting company. The small Fairbanks, Alaska-based team provides Accounting. The firm was launched in 1998.
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UndisclosedUndisclosed50 - 249Eden Prairie, MN
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Boulay is an Accounting company. The team offers Accounting and Finance & Accounting Outsourcing (FAO), and the company is headquartered in Eden Prairie, Minnesota.
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UndisclosedUndisclosed2 - 9Overland Park, KS
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Kyle P Nagy, CPA is an Accounting company. Based in Overland Park, Kansas, the agency was established in 2008. Their services include Accounting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed10 - 49Anchorage, AK
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Accounting company Rulien + Associates was established in 1991. The company offers Accounting.
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UndisclosedUndisclosed10 - 49San Rafael, CA
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Friedlander Cherwon Capper LLP, an Accounting company, specialize in Accounting. They were launched in 1978.
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UndisclosedUndisclosed2 - 9Anchorage, AK
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Schneiter & Moad is an Accounting company. In Anchorage, Alaska, the team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Anchorage, AK
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Younger and Company is a small Accounting company headquartered in Anchorage, Alaska. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Topeka, KS
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Headquartered in Topeka, Kansas, Wendling Noe Nelson & Johnson is a small Accounting company. The team provides Accounting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed10 - 49Indianapolis, IN
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Established in 2003, mAccounting is an Accounting company. Located in Indianapolis, Indiana, the team specializes in Accounting.
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UndisclosedUndisclosed50 - 249Greenwood, IN
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Accounting company CapinCrouse LLP was founded in 1972. The company focuses on Accounting.
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UndisclosedUndisclosed2 - 9Overland Park, KS
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McAuley & Crandall is an Accounting company based in Overland Park, Kansas. Launched in 2001, the team offers Accounting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed2 - 9Wilmington, DE
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Chandler Nichol & Sloan P.A. Is an Accounting company. Their small team of employees is based in Wilmington, Delaware. Their team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Townsend, DE
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Reliable Accounting Solutions, LLC is an Accounting company. They are headquartered in Townsend, Delaware and have small team. Their team provides Accounting.
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UndisclosedUndisclosed10 - 49Indianapolis, IN
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Greenwalt CPAs is a small Accounting company. They provide Accounting and Finance & Accounting Outsourcing (FAO) and were launched in 1945.
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UndisclosedUndisclosed10 - 49Milford, DE
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Accounting company Lank, Johnson & Tull, CPAs is located in Milford, Delaware. Established in 1975, the team provides Accounting.
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UndisclosedUndisclosed10 - 49Rehoboth Beach, DE
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Marshall, Wagner & Assoc., P.A. Is an Accounting company. Founded in 1997, the company is in Rehoboth Beach, Delaware. Their team offers Accounting.
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UndisclosedUndisclosed2 - 9Wilmington, DE
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Nichols & Associates, CPA is an Accounting company. Located in Wilmington, Delaware, the agency was established in 1993. Their team offers Accounting.
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UndisclosedUndisclosed10 - 49Sydney, Australia
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Bishop Collins is an Accounting company. They were founded in 2003, and their services include Accounting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed10 - 49Napa, CA
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Headquartered in Napa, California, G&J Seiberlich & Co LLP is an Accounting company. Their services include Accounting.
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UndisclosedUndisclosed10 - 49San Diego, CA
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Gatto, Pope & Walwick, LLP is an Accounting company. They are located in San Diego, California and have small team. They offer Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Scarborough, ME
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J & Co CPA is an Accounting company. In Scarborough, Maine, their small team offers Accounting. The company was founded in 2006.
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UndisclosedUndisclosed50 - 249Minneapolis, MN
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SDK CPAs is an Accounting company founded in 1990. Their team provides Accounting.
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UndisclosedUndisclosed10 - 49Kanwal, Australia
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Established in 1996, Coastal Premier Accountancy is an Accounting company. Their team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Eden Prairie, MN
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Launched in 1907, Moore Stephens North America is an Accounting company. Their team offers Accounting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed10 - 49Kennebunk, ME
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Cummings Lamont & McNamee is a small Accounting company based in Kennebunk, Maine and Newington, New Hampshire. The team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Indianapolis, IN
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Mahler & Co., CPA's is an Indianapolis, Indiana-based Accounting company. They offer Accounting and Business Consulting and were launched in 1974.
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UndisclosedUndisclosed10 - 49Karratha, Australia
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Accounting company Northwest Accountancy was launched in 1997. The team provides Accounting and Business Consulting.
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UndisclosedUndisclosed50 - 249Saint Paul, MN
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Mahoney Ulbrich Christiansen & Russ P.A. Is an Accounting company. Launched in 1989, the company specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Maroochydore, Australia
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Team Accountants, a small Accounting company, is based in Maroochydore, Australia. The team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Kiama, Australia
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Waldie & Co is a small Kiama, Australia-based Accounting company. The team provides Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Shreveport, LA
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Cole Evans & Peterson is an Accounting company. Founded in 1957, the agency is headquartered in Shreveport, Louisiana. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Amite City, LA
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Laura Gray CPA, an Accounting company, was established in 1963. The team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Hammond, IN
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Midwest Accounting Inc is a small Accounting company launched in 1961. Their team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Albury, Australia
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Freedom Accounting Group, a small Accounting company, is based in Albury, Australia. Their services include Accounting and cloud consulting & SI.
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UndisclosedUndisclosed2 - 9Portland, ME
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Scott Associates CPAs is an Accounting company. Founded in 1959, the firm is in Portland, Maine. Their team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Edgecliff, Australia
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Theodore Ward & Co is an Accounting company. Their small team is located in Edgecliff, Australia. Their services include Accounting and cloud consulting & SI.
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UndisclosedUndisclosed2 - 9Indianapolis, IN
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Brian Feldman CPA, LLC is an Accounting company launched in 1995. Headquartered in Indianapolis, Indiana, the team 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.