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 - 9St. Louis Park, MN
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Burdette & Associates, LLC is an Accounting company founded in 2013. The firm specializes in Accounting, and is small.
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UndisclosedUndisclosed2 - 9Anchorage, AK
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Rebecca L. Martin, CPA is an Accounting company. They are headquartered in Anchorage, Alaska and have small team. They specialize in Accounting.
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UndisclosedUndisclosed2 - 9Wasilla, AK
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Accounting company AAA Tax & Accounting, Inc. Is in Wasilla, Alaska. They offer Accounting and were established in 2000.
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UndisclosedUndisclosed10 - 49Peoria, IL
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Gordon, Stockman & Waugh P.C., a small Accounting company, is based in Peoria, Illinois. The team focuses on Accounting.
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UndisclosedUndisclosed2 - 9
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Nardella & Associates, an Accounting company, was launched in 1974. The small team provides Accounting.
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UndisclosedUndisclosed2 - 9Ballina, Australia
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Enright Holmes Accountants & Wealth Advisors is a small Accounting company located in Ballina, Australia. Their services include Accounting.
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UndisclosedUndisclosed10 - 49San Bernardino, CA
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Rogers, Anderson, Malody and Scott, LLP is an Accounting company located in San Bernardino, California. They focus on Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Billings, MT
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Pratical Taxes is an Accounting company based in Billings, Montana. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Kincumber, Australia
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Tony Grantham & Associates is a small Kincumber, Australia-based Accounting company. Their services include Accounting.
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UndisclosedUndisclosed50 - 249Los Angeles, CA
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Rose, Snyder & Jacobs LLP is an Accounting company located in Los Angeles, California. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Salinas, CA
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Accounting company Ryan & McDonald LLP is located in Salinas, California. The team offers Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Morisset, Australia
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A.I.M Accounting & Taxation, a small Accounting company, is based in Morisset, Australia. The team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9South Thomaston, ME
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Located in South Thomaston, Maine, Heal Accounting is a small Accounting company. The team provides Accounting.
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UndisclosedUndisclosed10 - 49Pleasanton, CA
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Sallmann, Yang & Alameda is a small Accounting company founded in 1963. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Lismore, Australia
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Accounting company Keep and Associates was founded in 1999. Located in Lismore, Australia, the team offers Accounting.
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UndisclosedUndisclosed2 - 9Bar Harbor, ME
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Coston and McIsaac, CPAs is an Accounting company. Their team is headquartered in Bar Harbor, Maine and offers Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49San Francisco, CA
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Founded in 1985, Scott B. Price & Company, a small Accounting company, is located in San Francisco, California. Their team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Newburgh, ME
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Accounting company Haverlock, Estey & Curran, LLC is headquartered in Newburgh, Maine. They provide Accounting.
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UndisclosedUndisclosed10 - 49Redlands, CA
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Smith Marion & Co., an Accounting company, was established in 1983. The team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Liverpool, Australia
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Small Accounting company Financial Management Corporation, is located in Liverpool, Australia. The team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Lewiston, ME
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Ouellette & Associates, P.A., an Accounting company, offers Accounting and Business Consulting. The agency is in Lewiston, Maine.
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UndisclosedUndisclosed10 - 49Oxnard, CA
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Soares Sandall Bernacchi is an Accounting company. They are based in Oxnard, California and have small team. Their team offers Accounting.
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UndisclosedUndisclosed2 - 9Bangor, ME
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Brantner,Thibodeau & Associates is an Accounting company. Their small team is headquartered in Bangor, Maine. Their team offers Accounting.
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UndisclosedUndisclosed2 - 9Brunswick, ME
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Office of Cornelia C Viek, CPA, an Accounting company, is in Brunswick, Maine. They focus on Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49San Francisco, CA
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Spott, Lucey & Wall, Inc. CPAs is an Accounting company located in San Francisco, California. The team provides Accounting.
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UndisclosedUndisclosed2 - 9Rockland, ME
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Masters, Fowlie and Engelberg, CPAs is an Accounting company launched in 1977. The team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Windham, ME
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Milliken, Perkins & Brunelle is a small Windham, Maine-based Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Liverpool, Australia
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HANCOCK & ASSOCIATES is a small Liverpool, Australia-based Accounting company. The team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Saco, ME
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Simensky, Engstrom & Associates, CPAs is an Accounting company. They are in Saco, Maine and have small team. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Westbrook, ME
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Blake Hurley McCallum & Conley LLC, an Accounting company, focuses on Accounting. The company is headquartered in Westbrook, Maine.
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UndisclosedUndisclosed2 - 9Hammondville, Australia
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Higgins Tonna & Co is an Accounting company. They are headquartered in Hammondville, Australia and have small team. Their team provides Accounting.
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UndisclosedUndisclosed2 - 9Poplar Bluff, MO
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Coffman and Company, PC is a small Poplar Bluff, Missouri-based Accounting company. Their services include Accounting.
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UndisclosedUndisclosedFreelancerLake Saint Louis, MO
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John Hoff CPA, PC is an Accounting company established in 1983. The team offers Accounting.
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UndisclosedUndisclosed2 - 9Erina, Australia
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Trilogy Professional Group is an Accounting company. Launched in 2009, the firm is headquartered in Erina, Australia. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Lee's Summit, MO
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Dana Arth, CPA, LLC is an Accounting company. They are headquartered in Lee's Summit, Missouri and have small team. Their team provides Accounting.
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UndisclosedUndisclosed2 - 9Camden, ME
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Ballou & Associates, a small Accounting company, is headquartered in Camden, Maine. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Anchorage, AK
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Launched in 1999, Trimble/Glover CPAs, APC is an Accounting company. The small team provides Accounting.
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UndisclosedUndisclosed10 - 49Liverpool, Australia
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Silver & Young is an Accounting company. The Liverpool, Australia-based agency was founded in 2008. Their team provides Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Creve Coeur, MO
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Hauk Kruse & Associates, LLC is an Accounting company. They focus on Accounting and are based in Creve Coeur, Missouri.
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UndisclosedUndisclosed10 - 49Falmouth, ME
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Berry Talbot Royer, an Accounting company, is based in Falmouth, Maine. The team focuses on Accounting.
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UndisclosedUndisclosed10 - 49Casula, Australia
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Sulfaro is a small Accounting company based in Casula, Australia. The team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Richmond, Australia
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Astrolabe Accountancy is an Accounting company. Located in Richmond, Australia, their team focuses on Accounting and cloud consulting & SI.
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UndisclosedUndisclosed2 - 9Wasilla, AK
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Ron Morgan & Associates is a small Accounting company located in Wasilla, Alaska. The team offers Accounting.
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UndisclosedUndisclosed10 - 49Newington, Australia
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Small Accounting company Kazzi & Associates, is headquartered in Newington, Australia. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Wasilla, AK
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Carmen Jackson, CPA LLC, an Accounting company, was established in 2006. The firm provides Accounting, and is small.
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UndisclosedUndisclosed10 - 49Vestavia Hills, AL
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Culotta, Scroggins, Hendricks & Gillespie, PC is a small Accounting company headquartered in Vestavia Hills, Alabama. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Toronto, Australia
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Callen Taxation and Business Solutions is a small Accounting company located in Toronto, Australia. The team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Pierceton, IN
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Himes & Krull LLC is a Pierceton, Indiana-based Accounting company. Their services include Accounting.
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UndisclosedUndisclosed250 - 999Anchorage, AK
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Leslie J Schmitz CPA is an Accounting company established in 2002. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Liberty, MO
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Accounting company Isley, Curry & Howerton specializes in Accounting. They were founded in 1979.
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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.