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 - 9Birmingham, AL
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Brothers CPA, PC is a small Birmingham, Alabama-based Accounting company. Their services include Accounting.
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UndisclosedUndisclosed10 - 49New London, CT
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Baruno, Hannaford, Heap, Aurello & Company is an Accounting company. Their small team is located in New London, Connecticut. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Bloomington, IN
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Rootworks is a Bloomington, Indiana-based Accounting company. Their services include Accounting.
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UndisclosedUndisclosed50 - 249Bundaberg Central, Australia
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Ulton is an Accounting company. Headquartered in Bundaberg Central, Australia and Brisbane City, Australia, the agency provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Minneapolis, MN
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Accounting company Freeman Barder Lieberman, LTD. Was established in 2012. The team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Coeur d'Alene, ID
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Stutzke CPA, LLC is an Accounting company. The team offers Accounting and is headquartered in Coeur d'Alene, Idaho.
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UndisclosedUndisclosed10 - 49Muncie, IN
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Whitinger & Company LLC is an Accounting company. Launched in 1930, the team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Canberra, Australia
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Dellavedova & Associates is a Canberra, Australia-based Accounting company. They specialize in Accounting and were founded in 1979.
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UndisclosedUndisclosed10 - 49Otsego, MN
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Riley Martin Ltd, an Accounting company, was founded in 1982. The firm focuses on Accounting.
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UndisclosedUndisclosed50 - 249Modesto, CA
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Grimbleby Coleman CPAs, Inc is an Accounting company headquartered in Modesto, California. Launched in 1973, the team provides Accounting.
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UndisclosedUndisclosed2 - 9Stillman Valley, IL
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Established in 2006, Walters Accounting Inc. Is an Accounting company. The small team offers Accounting.
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UndisclosedUndisclosed10 - 49Monroe, CT
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Cloud Media Marketing is a Monroe, Connecticut-based Accounting company. They specialize in Accounting and were founded in 2015.
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UndisclosedUndisclosed50 - 249Evansville, IN
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Harding, Shymanski & Company, P.S.C., an Accounting company, is based in Evansville, Indiana and Louisville, Kentucky. They specialize in Accounting and were launched in 1975.
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UndisclosedUndisclosed2 - 9Minidoka, ID
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Based in Minidoka, Idaho, Condie, Stoker & Associates is an Accounting company. The team specializes in Accounting.
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UndisclosedUndisclosed10 - 49St. Cloud, MN
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Miller Welle Heiser & Co Ltd is an Accounting company. Their small team of employees is headquartered in St. Cloud, Minnesota. Their team focuses on Accounting.
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UndisclosedUndisclosed50 - 249San Francisco, CA
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Hemming Morse, LLP is a Business Consulting company. The company is headquartered in San Francisco, California. Their team provides Business Consulting and Accounting.
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UndisclosedUndisclosed50 - 249South Bend, IN
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Kruggel, Lawton & Company, LLC is an Accounting company. The South Bend, Indiana-based company was founded in 1956. Their team offers Accounting.
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UndisclosedUndisclosed10 - 49Rexburg, ID
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Sutton & Simmons PLLC, an Accounting company, was founded in 1972. The small team provides Accounting.
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UndisclosedUndisclosed10 - 49Willmar, MN
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Small Accounting company Anfinson Thompson & Co., P.A., is located in Willmar, Minnesota. The team focuses on Accounting.
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UndisclosedUndisclosed50 - 249Arcadia, CA
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Launched in 1994, HKG, LLP is a midsize Accounting company headquartered in Arcadia, California. Their team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Oakbrook Terrace, IL
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George Bagley and Company LLC is an Accounting company. The small Oakbrook Terrace, Illinois-based team specializes in Accounting. The firm was established in 1924.
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UndisclosedUndisclosed2 - 9Manchester, CT
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Founded in 1996, Comprehensive Business Solutions is an Accounting company. The company specializes in Accounting, and is small.
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UndisclosedUndisclosed50 - 249Fort Wayne, IN
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Baden Gage & Schroeder LLC, a midsize Accounting company, is based in Fort Wayne, Indiana. The team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Geneva, IL
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Small Accounting company Cunningham & Company, Ltd., is based in Geneva, Illinois. The team offers Accounting.
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UndisclosedUndisclosed10 - 49Wallingford, CT
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Headquartered in Wallingford, Connecticut, Helming & Company PC is an Accounting company. They specialize in Accounting.
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UndisclosedUndisclosed10 - 49Indianapolis, IN
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McGuire Sponsel is an Accounting company. They are based in Indianapolis, Indiana and have small team of experts. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Indianapolis, IN
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Pile CPAs is a small Accounting company headquartered in Indianapolis, Indiana. The team provides Accounting.
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UndisclosedUndisclosed2 - 9Dearborn, MI
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Nagi CPA P.C is a small Dearborn, Michigan-based Accounting company. The team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed50 - 249Southfield, MI
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Founded in 1953, Clayton & McKervey is a midsize Accounting company. Their team offers Accounting and Business Consulting.
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UndisclosedUndisclosed50 - 249Fort Wayne, IN
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Founded in 1939, Dulin, Ward, and DeWald Inc. Is a midsize Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Grand Rapids, MI
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Small Accounting company CPA Company LLC, is headquartered in Grand Rapids, Michigan. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Detroit, MI
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Small Accounting company Alan C. Young & Associates, P.C., is located in Detroit, Michigan. The team specializes in Accounting.
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UndisclosedUndisclosed10 - 49Rawlins, WY
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Lally Group, PC is an Accounting company. Located in Rawlins, Wyoming, the company was launched in 1965. Their team focuses on Accounting.
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UndisclosedUndisclosed10 - 49Lafayette, IN
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Huth Thompson LLP is an Accounting company. Their small team is based in Lafayette, Indiana and Rensselaer, Indiana. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Marshall, MI
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E.J. Vincent & Associates is a small Marshall, Michigan-based Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Southfield, MI
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Located in Southfield, Michigan, Jenkins & Company, P.C. Is an Accounting company. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Troy, MI
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Accounting company Derderian, Kann, Seyferth & Salucci, PC was founded in 1953. Based in Troy, Michigan, the team specializes in Accounting.
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UndisclosedUndisclosed10 - 49East Lansing, MI
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Warmels and Comstock, PLLC, an Accounting company, was established in 1994. The agency specializes in Accounting and Business Consulting, and is small.
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UndisclosedUndisclosed2 - 9Detroit, MI
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Tellis & Company CPAs is an Accounting company. Their small team is located in Detroit, Michigan. Their team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Eureka, CA
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Hunter, Hunter & Hunt is an Accounting company. Their small team of employees is in Eureka, California. Their team offers Accounting.
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UndisclosedUndisclosed10 - 49Jackson, MI
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Bond & Company, PLC is an Accounting company. In Jackson, Michigan, their team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Otsego, MI
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Small Accounting company Timothy K. Hutchens, CPA, is in Otsego, Michigan. The team provides Accounting.
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UndisclosedUndisclosed2 - 9Troy, MI
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Puckett, Clement and Schellenberg, P.C. Is an Accounting company. Their team is based in Troy, Michigan and focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Munster, IN
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Accounting company McMahon & Associates was founded in 1971. The small team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Southfield, MI
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Accounting company SmartTaxCPA is located in Southfield, Michigan. The team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed50 - 249Fremont, MI
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Established in 1983, H&S Companies is a midsize Fremont, Michigan-based Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9McKinleyville, CA
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Jackson and Eklund, An Accountancy Corporation is an Accounting company. The team is based in McKinleyville, California, and their services include Accounting.
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UndisclosedUndisclosed10 - 49Mishawaka, IN
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Based in Mishawaka, Indiana and Goshen, Indiana, Insight Accounting Group is a small Accounting company. Their services include Accounting.
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UndisclosedUndisclosed50 - 249Towson, MD
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RS&F is an Accounting company. Based in Towson, Maryland, their team provides Accounting and Business Consulting.
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UndisclosedUndisclosed50 - 249Baltimore, MD
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Ellin & Tucker, an Accounting company, is based in Baltimore, Maryland and Washington, District of Columbia. Launched in 1946, the team focuses on 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.