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 - 9Spirit Lake, IA
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Erichsen, Kallsen & Associates, an Accounting company, is in Spirit Lake, Iowa. Founded in 1992, the team provides Accounting.
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UndisclosedUndisclosed10 - 49Mount Annan, Australia
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All Accounting Matters is an Accounting company. Their small team is located in Mount Annan, Australia. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Montevideo, MN
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Westberg Eischens, PLLP is an Accounting company founded in 1985. In Montevideo, Minnesota, the team offers Accounting.
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UndisclosedUndisclosed10 - 49Port Macquarie, Australia
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GRrace Accountants is an Accounting company. They are in Port Macquarie, Australia. Their team offers Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Billings, MT
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Ortt & Co. CPAs, Inc., a small Accounting company, is headquartered in Billings, Montana. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Duluth, MN
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Kolquist, Seitz & Goldman, LLC is an Accounting company. Based in Duluth, Minnesota, their small team provides Accounting. The agency was launched in 1974.
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UndisclosedUndisclosed2 - 9Ankeny, IA
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In Ankeny, Iowa, Chad Harrison is a small Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Carroll, IA
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Small Accounting company Greteman, is in Carroll, Iowa. The team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Raymond Terrace, Australia
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CL Financial is an Accounting company founded in 1988. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Billings, MT
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Small Accounting company Ferro Willett & Thompson, is in Billings, Montana. The team offers Accounting.
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UndisclosedUndisclosed2 - 9Rochester, MN
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Jeffrey D. Reimer, CPA, PLLC is an Accounting company. They are based in Rochester, Minnesota and have small team of experts. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Omaha, NE
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Melotz & Wilson LLC is an Accounting company. They are headquartered in Omaha, Nebraska and have small team. Their team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Lavington, Australia
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Small Accounting company BDS Huon, is in Lavington, Australia. Their services include Accounting and cloud consulting & SI.
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UndisclosedUndisclosed10 - 49Duluth, MN
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TCG Accounting is an Accounting company established in 2011. The team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Santa Ana, CA
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Stonewood Properties, Inc. Is a Santa Ana, California-based Commercial Brokerage Services company. Founded in 2004, the team provides Commercial Brokerage Services and Commercial Development.
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UndisclosedUndisclosed10 - 49Sulphur, LA
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McMullen And Mancuso CPA's is an Accounting company. Founded in 1989, the company is in Sulphur, Louisiana. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed50 - 249Grand Island, NE
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Founded in 1939, Contryman Associates, P.C. Is an Accounting company. The team specializes in Accounting and Business Consulting and is located in Grand Island, Nebraska.
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UndisclosedUndisclosed2 - 9Greenwood, IN
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Founded in 2009, Accounting firm in Greenwood - Hybrid Accounting LLC is a small Accounting company in Greenwood, Indiana. Their team offers Accounting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed10 - 49Lafayette, LA
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Small Accounting company John S Dowling & Co, is located in Lafayette, Louisiana. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Ballina, Australia
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Headquartered in Ballina, Australia, MF Partners is a small Accounting company. The team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Indianapolis, IN
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Founded in 1991, De Witt & Shrader is an Accounting company. Headquartered in Indianapolis, Indiana, the team offers Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Dubbo, Australia
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Luka Group Accountants & Advisors is an Accounting company. They are located in Dubbo, Australia and have small team. Their services include Accounting and cloud consulting & SI.
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UndisclosedUndisclosed10 - 49Dodge Center, MN
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Founded in 1971, Scanlon, Murch & Associates, LLC and Whitewater Tax & Consulting, Inc. Is an Accounting company. The team focuses on Accounting.
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UndisclosedUndisclosed2 - 9New Albany, IN
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R.E. Pierce & Associates, PC is a New Albany, Indiana-based Accounting company. Established in 2008, the team focuses on Accounting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed2 - 9Norfolk, NE
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Accounting company Jack Sobotka CPA PC was founded in 1984. The agency offers Accounting and Business Consulting, and is small.
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UndisclosedUndisclosed2 - 9St. Cloud, MN
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Arnold A. Kahara, CPA, LTD is an Accounting company. Their small team is located in St. Cloud, Minnesota and offers Accounting. The company was launched in 1983.
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UndisclosedUndisclosed2 - 9Mora, MN
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Small Accounting company Althoff and Nordquist LLC, is located in Mora, Minnesota. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Sauk Rapids, MN
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Small Accounting company Steven V. Baker, Ltd., is headquartered in Sauk Rapids, Minnesota. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Adamstown, Australia
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Based in Adamstown, Australia, G.R Cox is a small Accounting company. The team provides Accounting.
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UndisclosedUndisclosed2 - 9Liverpool, Australia
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Established in 1989, Alan McGillivray & Associates is a small Liverpool, Australia-based Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Liverpool, Australia
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Alliance Accounting Sydney is an Accounting company. They are based in Liverpool, Australia and have small team of experts. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Orange, Australia
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Founded in 1944, CKC Accountants, a small Accounting company, is based in Orange, Australia. Their team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Liverpool, Australia
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Business & Taxation Concepts is a small Accounting company. They offer Accounting and Business Consulting and were launched in 1966.
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UndisclosedUndisclosed10 - 49Minneapolis, MN
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Accounting company Serakos, Ltd. Offers Accounting. They were established in 1983.
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UndisclosedUndisclosed2 - 9Dubbo, Australia
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Wright Partners is an Accounting company founded in 1985. Their team specializes in Accounting.
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UndisclosedUndisclosed10 - 49Decatur, AL
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Accounting company Byrd, Smalley & Adams, P.C. Was established in 1988. The team specializes in Accounting and Business Consulting and is based in Decatur, Alabama.
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UndisclosedUndisclosed2 - 9Liverpool, Australia
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Denis Milic and Company is an Accounting company. They are located in Liverpool, Australia and have small team. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Mishawaka, IN
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Wojtysiak & Company LLC is an Accounting company. Established in 1998, the firm is in Mishawaka, Indiana. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Norfolk, NE
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Small Accounting company Hemmer, Langholz & Finley CPA, is located in Norfolk, Nebraska. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9South Bend, IN
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William R. Hanna, CPA PC is an Accounting company. The team is headquartered in South Bend, Indiana, and their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Kearney, NE
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Hellman, Main, Coslor & Kathol, P.C is a small Kearney, Nebraska-based Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Brazil, IN
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Miller & Stewart LLC is an Accounting company. Their small team is headquartered in Brazil, Indiana and offers Accounting and Business Consulting. The company was established in 2008.
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UndisclosedUndisclosed10 - 49Mobile, AL
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Crow Shields Bailey PC is an Accounting company. Founded in 1986, the company is in Mobile, Alabama and Daphne, Alabama. Their team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Bemidji, MN
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Miller, McDonald, Inc. Is an Accounting company. Founded in 1970, the company is located in Bemidji, Minnesota. Their team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Fremont, NE
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Erickson & Brooks, CPAs, an Accounting company, was established in 1946. Headquartered in Fremont, Nebraska, the team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Mobile, AL
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Crow, Wilkinson, Constantine, Singleton & Morrow, PC is a Mobile, Alabama-based Accounting company. Launched in 2007, the team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Omaha, NE
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Bret M Sewell, CPA, PC is an Accounting company. They are based in Omaha, Nebraska and have small team. Their team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Missoula, MT
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Norm Williamson, CPA is an Accounting company. Their team is located in Missoula, Montana and focuses on Accounting.
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UndisclosedUndisclosed10 - 49Westmont, IL
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Launched in 1991, Maloney & Company, Ltd. Is an Accounting company. The team focuses on Accounting and Business Consulting and is located in Westmont, Illinois.
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UndisclosedUndisclosed2 - 9Tyler, TX
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Accounting company Almquist Maltzahan Galloway & Luth CPA's provides Accounting and Business Consulting. They are based in Tyler, Texas.
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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.