Top Financial Services Firms
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$50,000+$200 - $300 / hr10 - 49Bee Cave, TXServices provided
See all 6 projectsCSTMR is a prominent digital marketing agency specializing in fintech and financial services, offering services such as digital marketing strategies, brand optimization, SEO, content marketing, and website development. The reviews reflect overwhelmingly positive feedback, with approximately 90% emphasizing CSTMR's exceptional project management, timely delivery, and effective communication. Clients consistently highlight CSTMR's domain expertise, innovative approach, and partnership-oriented culture, with over half noting their adaptability and customer-centric focus. Overall, CSTMR is highly recommended for their ability to drive growth and enhance brand presence.
$25,000+Undisclosed250 - 999Sydney, AustraliaServices provided
See all 2 projectsTalent Formula is an accounting services firm that specializes in talent acquisition and management for industry-specific needs, including financial analysts and accountants. They have been praised for their efficient recruitment process and cultural alignment, contributing to a 100% positive feedback rate for their support in business growth and team integration.
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UndisclosedUndisclosed10 - 49Missoula, MT
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Boyle Deveny & Meyer PC is an Accounting company. Their small team is located in Missoula, Montana. Their team provides Accounting.
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UndisclosedUndisclosed10 - 49Lake Forest, IL
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Edward Jacks & Company, LLC, a small Accounting company, is located in Lake Forest, Illinois. The team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Baton Rouge, LA
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Jerrett Richter, CPA is an Accounting company. Established in 2014, the firm is in Baton Rouge, Louisiana. Their team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Washington, IL
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Phillips, Salmi & Associates, LLC is an Accounting company. They are in Washington, Illinois, and their services include Accounting.
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UndisclosedUndisclosed2 - 9Mobile, AL
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Blake, White, & Farnell, P.C. Is an Accounting company in Mobile, Alabama. They specialize in Accounting.
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UndisclosedUndisclosed2 - 9Inverness, IL
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Willow CPA Group, Ltd. Is an Accounting company. Headquartered in Inverness, Illinois, the company was launched in 2014. Their team provides Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Billings, MT
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Launched in 1975, Red Tree CPAs is a small Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9New Orleans, LA
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Rigby Financial Group is an Accounting company. Founded in 1994, the agency is in New Orleans, Louisiana. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Shreveport, LA
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Castellano & Associates is a small Accounting company. They focus on Accounting and were founded in 1987.
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UndisclosedUndisclosed2 - 9Northport, AL
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Located in Northport, Alabama, LeCroy, Hunter & Company, P.C. Is a small Accounting company. The team focuses on Accounting.
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UndisclosedUndisclosed10 - 49Baton Rouge, LA
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Garrety and Associates, a Business Consulting company, was founded in 2016. The team offers Business Consulting and Accounting and is based in Baton Rouge, Louisiana.
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UndisclosedUndisclosed2 - 9Covington, LA
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In Covington, Louisiana, Reagan Reagan LLC & CPA is a small Accounting company. The team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Henderson, NV
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Ovist & Howard is an Accounting company established in 1980. Their services include Accounting.
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UndisclosedUndisclosedFreelancerLafayette, LA
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Accounting company Steve M. Pressler, LLC was launched in 2007. The team focuses on Accounting and is in Lafayette, Louisiana.
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UndisclosedUndisclosed10 - 49Lake Charles, LA
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Established in 1976, Langley, Williams & Company is a small Accounting company. Their team focuses on Accounting.
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UndisclosedUndisclosed2 - 9El Cerrito, CA
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YH Bookkeeping, Inc., a small Business Consulting company, is located in El Cerrito, California. The team focuses on Business Consulting and Accounting.
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UndisclosedUndisclosed2 - 9New Roads, LA
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Major, Morrison & David, CPA's is a New Roads, Louisiana-based Accounting company. The team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Sulphur, LA
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Founded in 2003, Jeffrey B. Mathews, CPA, LLC is an Accounting company. Located in Sulphur, Louisiana, the team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed50 - 249Mackay, Australia
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Bennett Partners, an Accounting company, was founded in 1979. The midsize team provides Accounting.
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UndisclosedUndisclosed10 - 49Monterey, CA
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McGilloway, Ray, Brown & Kaufman is an Accounting company. They are located in Monterey, California and have small team. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Omaha, NE
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Infinity CPA Group LLC, a small Accounting company, is in Omaha, Nebraska. The team offers Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Los Angeles, CA
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Meloni Hribal Tratner LLP is an Accounting company. The Los Angeles, California-based team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Seward, NE
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Accounting company Marla Belitz Johnson, CPA, P.C. Is in Seward, Nebraska. They focus on Accounting and HR Consulting and were established in 1997.
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UndisclosedUndisclosed2 - 9Peoria, IL
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Breeden & Associates, Ltd., a small Accounting company, is headquartered in Peoria, Illinois. The team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Dubbo, Australia
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Ryan and Rankmore Chartered Accountants is an Accounting company. Their small team is located in Dubbo, Australia and focuses on Accounting and Business Consulting. The firm was established in 1982.
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UndisclosedUndisclosed10 - 49Huntsville, AL
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Hill, Fogg, & Associates, PC is an Accounting company founded in 1975. The small team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Kearney, NE
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KSO CPAs + Advisors is an Accounting company. Their team is in Kearney, Nebraska and focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Seward, NE
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Gabriel, Burger & Else, CPA, PC is an Accounting company founded in 1978. The firm offers Accounting and Business Consulting, and is small.
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UndisclosedUndisclosed2 - 9Springfield, MO
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Accounting company Schultz, Wood & Rapp P.C. Was launched in 1983. The team specializes in Accounting.
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UndisclosedUndisclosed50 - 249Santa Barbara, CA
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Founded in 1976, Nasif, Hicks, Harris & Co., LLP is a midsize Accounting company headquartered in Santa Barbara, California. Their team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Houston, MO
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Kessler Accounting, a small Accounting company, is in Houston, Missouri. The team provides Accounting.
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UndisclosedUndisclosed2 - 9Pine City, MN
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Currie, Pangerl & Associates, Ltd. Is an Accounting company. They offer Accounting and were established in 1993. The agency is based in Pine City, Minnesota.
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UndisclosedUndisclosed10 - 49Lincoln, NE
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Bryant, Katt & Associates, P.C. Is an Accounting company. The Lincoln, Nebraska-based agency was established in 1972. Their team provides Accounting and Business Consulting.
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UndisclosedUndisclosed50 - 249San Jose, CA
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Petrinovich Pugh & Company, LLP is an Accounting company. Based in San Jose, California, their team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Fairbanks, AK
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Founded in 1988, Wilson & Wilson is an Accounting company. The agency provides Accounting, and is small.
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UndisclosedUndisclosed10 - 49Chesterfield, MO
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Hochschild, Bloom & Co LLP is an Accounting company. The team specializes in Accounting, and the company is based in Chesterfield, Missouri.
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UndisclosedUndisclosed10 - 49Billings, MT
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Headquartered in Billings, Montana, ClavesVita Tax and Wealth Advisors is a small Accounting company. The team specializes in Accounting.
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UndisclosedUndisclosed10 - 49Springfield, MO
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The Whitlock Company, an Accounting and Finance & Accounting Outsourcing (FAO) company, was founded in 1913. The company specializes in Accounting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed10 - 49Clovis, CA
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PRICE, PAIGE & COMPANY is an Accounting company. They are located in Clovis, California, and their services include Accounting.
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UndisclosedUndisclosed2 - 9Independence, MO
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The Albin CPA Firm, LLC is a small Accounting company located in Independence, Missouri. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Elk River, MN
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Established in 2009, Virtual Bookkeeping USA is a small Accounting company. Their team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Anchorage, AK
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Launched in 1999, Forensic & Valuation Services is an Accounting company. Their team focuses on Accounting.
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UndisclosedUndisclosed250 - 999St. Louis, MO
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Brown Smith Wallace is an Accounting company. They are headquartered in St. Louis, Missouri and Saint Charles, Missouri, and their services include Accounting.
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UndisclosedUndisclosed10 - 49Roseville, CA
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Propp Christensen Caniglia LLP is an Accounting company. The Roseville, California-based agency was launched in 2008. Their team offers Accounting.
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UndisclosedUndisclosed2 - 9Omaha, NE
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Launched in 2012, RG & Associates CPA, a small Accounting company, is based in Omaha, Nebraska. Their team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Eagle Bend, MN
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Tom Murch CPA is a small Accounting company headquartered in Eagle Bend, Minnesota. The team provides Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49San Francisco, CA
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Realize CPA, LLP (fka Eichstaedt & Lervold, LLP) is an Accounting company headquartered in San Francisco, California. They offer Accounting and were established in 1981.
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UndisclosedUndisclosed2 - 9Clearwater, NE
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Bearinger Tax & Accounting LLC is a small Accounting company established in 2005. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Willow, AK
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Founded in 1978, Veit & Veit, CPAs is an Accounting company. The agency offers Accounting.
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UndisclosedUndisclosed2 - 9Gretna, NE
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KW CPA, LLP is a small Accounting company based in Gretna, Nebraska. Their services include 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.