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 - 49Juneau, AK
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Elgee Rehfeld is an Accounting company. Their small team of employees is in Juneau, Alaska. Their team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Kirkwood, MO
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Croghan & Croghan, PC is a small Accounting company headquartered in Kirkwood, Missouri. The team offers Accounting.
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UndisclosedUndisclosed2 - 9Wasilla, AK
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Foster and Company, LLC is an Accounting company. Their small team is headquartered in Wasilla, Alaska and focuses on Accounting. The firm was founded in 2002.
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UndisclosedUndisclosed2 - 9Gardendale, AL
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J. Berry Brooks, Jr., P.C. Is an Accounting company. The team provides Accounting, and the company is based in Gardendale, Alabama.
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UndisclosedUndisclosed2 - 9
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Maixner, LLC is an Accounting company. They are in St. Louis, Missouri and have small team. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Lafayette, IN
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Established in 1963, Girardot Strauch & Co CPA is an Accounting company. Based in Lafayette, Indiana, the team offers Accounting.
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UndisclosedUndisclosed2 - 9Anchorage, AK
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Consulting Professionals of Alaska is a small Accounting company launched in 1992. Their team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Wheaton, IL
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Mathieson, Moyski, Austin & Co., LLP is an Accounting company in Wheaton, Illinois. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Roseville, MN
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Sampair Tax & Retirement Advisers is an Accounting company. Located in Roseville, Minnesota, the agency was established in 2007. Their team focuses on Accounting.
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UndisclosedUndisclosed10 - 49York, NE
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Kopsa Otte is an Accounting company. Located in York, Nebraska, their small team provides Accounting and Business Consulting. The firm was launched in 1978.
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UndisclosedUndisclosed50 - 249Columbia, MO
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Williams-Keepers LLC is an Accounting company. Located in Columbia, Missouri and Jefferson City, Missouri, the agency focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Anchorage, AK
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Headquartered in Anchorage, Alaska, Newhouse & Vogler, CPA's is an Accounting company. They provide Accounting.
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UndisclosedUndisclosedFreelancerFishers, IN
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Wright Accounting Group, LLC, an Accounting company, provide Accounting. They were launched in 2006.
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UndisclosedUndisclosed2 - 9Crossville, AL
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Accounting company Stepleton & Holcomb, CPAs provides Accounting and Business Consulting. They are headquartered in Crossville, Alabama.
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UndisclosedUndisclosed10 - 49Springfield, MO
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Elliott, Robinson & Company, LLP is a small Accounting company. They specialize in Accounting and were launched in 1973.
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UndisclosedUndisclosed10 - 49Fenton, MO
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Coughlin, Donovan, Niehaus & Scherle, P.C. Is an Accounting company. They are headquartered in Fenton, Missouri and have small team. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Anchorage, AK
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Durych Schaefer & Associates LLC is a small Anchorage, Alaska-based Accounting company. The team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Omaha, NE
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Nick A Hill P.C. Is a small Accounting company located in Omaha, Nebraska. The team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Indianapolis, IN
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Small Accounting company cfd Accounting, is based in Indianapolis, Indiana. The team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Aurora, IL
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Coffey & Associates, P.C. Is an Accounting company. They are based in Aurora, Illinois and have small team of experts. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Kenai, AK
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Coghill Group is an Accounting company. Headquartered in Kenai, Alaska, their small team provides Accounting. The agency was launched in 1985.
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UndisclosedUndisclosedFreelancerBlue Springs, MO
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Accounting company Anissa Nelson CPA PC is located in Blue Springs, Missouri. Established in 2005, the team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Saint Paul, MN
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Located in Saint Paul, Minnesota, Scott Reid CPAs Inc. Is an Accounting company. They offer Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Schererville, IN
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Thomas W Daniels & Co, P.C. - CPA is an Accounting company. They were established in 1983 and specialize in Accounting.
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UndisclosedUndisclosed2 - 9Athens, AL
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Johnson, Feigley, Newton & Brand, LLP is an Accounting company. They are based in Athens, Alabama and have small team. Their team offers Accounting.
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UndisclosedUndisclosed2 - 9Alexandria, MN
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Larter CPA Group, Ltd. Is an Accounting company. Their small team is located in Alexandria, Minnesota. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Merrillville, IN
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Located in Merrillville, Indiana, Swartz Retson is an Accounting company. They provide Accounting and were established in 1919.
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UndisclosedUndisclosed10 - 49Muswellbrook, Australia
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Davies, Thompson & Wright Service is an Accounting company. The team is located in Muswellbrook, Australia, and their services include Accounting.
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UndisclosedUndisclosed2 - 9Indianapolis, IN
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Currey Accounting & Tax Service is an Accounting company. They are based in Indianapolis, Indiana. Their team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Dodge, NE
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Oelkers & Associates, LLC is a small Accounting company launched in 1977. Their team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9DeKalb, IL
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The Clausen Group, LLP is an Accounting company established in 2010. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Chadron, NE
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Gardner, Loutzenhiser, and Ryan, P.C. Is a small Accounting company based in Chadron, Nebraska. The team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Robertsdale, AL
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Gruenloh & Associates PC is a small Accounting company headquartered in Robertsdale, Alabama. The team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Madison, AL
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Launched in 1996, Joe D White PC is an Accounting company. Their team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Peoria, IL
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Supreme Accounting & Tax Services, Inc is a small Accounting company headquartered in Peoria, Illinois. The team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed50 - 249Las Vegas, NV
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Accounting and HR Consulting company TPC Payroll HR Consultants offers Accounting and HR Consulting. They are based in Las Vegas, Nevada.
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UndisclosedUndisclosed2 - 9Omaha, NE
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Rossitto & Associates, an Accounting company, was established in 1991. They offers Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Montgomery, AL
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Bern Butler Capilouto & Massey, PC, an Accounting company, is located in Montgomery, Alabama. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Grand Island, NE
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Veritas Professional Group is a small Accounting company in Grand Island, Nebraska. The team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Rockford, IL
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Founded in 1978, Boeke & Associates is an Accounting company. Their team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Lebanon, MO
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Launched in 2002, Walters, Staedtler & Allen LLC, a small Accounting company, is in Lebanon, Missouri and Camdenton, Missouri. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Neutral Bay, Australia
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Established in 1985, Aitken O'Grady Chartered Accountants is an Accounting company. The company specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Neutral Bay, Australia
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Launched in 2005, Aitken Signor Chartered Accountants is a small Accounting company. Their team provides Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Bartlett, IL
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ROI Business Services, LLC is an Accounting and Business Consulting company. They offer Accounting and Business Consulting and are in Bartlett, Illinois.
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UndisclosedUndisclosed2 - 9Baton Rouge, LA
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Frazer & Persac is an Accounting company. The Baton Rouge, Louisiana-based team offers Accounting.
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UndisclosedUndisclosed10 - 49Neutral Bay, Australia
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Crispin & Jeffery is an Accounting company. Established in 1981, the company specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Baton Rouge, LA
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Accounting company L. A. Champagne & Co focuses on Accounting. They were launched in 1919.
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UndisclosedUndisclosed2 - 9Ponchatoula, LA
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Phil Hebert, CPA is an Accounting company. They focus on Accounting and Business Consulting and were launched in 2005. The agency is based in Ponchatoula, Louisiana.
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UndisclosedUndisclosed2 - 9Franklin, IN
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Jones & Anderson CPA Group, an Accounting company, was launched in 1984. They offers Accounting.
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UndisclosedUndisclosed2 - 9Lincoln, NE
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Based in Lincoln, Nebraska, Bryant & Associates, P.C. Is an Accounting company. 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.