Top Financial Services Firms
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$50,000+$200 - $300 / hr10 - 49Bee Cave, TXServices provided
See all 7 projectsCSTMR is a digital marketing agency specializing in branding, web development, and fintech marketing strategies. Their reviews reflect a high level of satisfaction, with 100% of clients impressed by their deep industry knowledge and responsive project management. Clients frequently commend CSTMR's ability to deliver on time and their strategic approach to content and SEO, highlighting a seamless integration into client teams for successful project outcomes.
$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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UndisclosedUndisclosed50 - 249Fort Wayne, IN
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Founded in 1939, Dulin, Ward, and DeWald Inc. Is a midsize Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Grand Rapids, MI
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Small Accounting company CPA Company LLC, is headquartered in Grand Rapids, Michigan. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Detroit, MI
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Small Accounting company Alan C. Young & Associates, P.C., is located in Detroit, Michigan. The team specializes in Accounting.
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UndisclosedUndisclosed10 - 49Rawlins, WY
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Lally Group, PC is an Accounting company. Located in Rawlins, Wyoming, the company was launched in 1965. Their team focuses on Accounting.
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UndisclosedUndisclosed10 - 49Lafayette, IN
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Huth Thompson LLP is an Accounting company. Their small team is based in Lafayette, Indiana and Rensselaer, Indiana. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Marshall, MI
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E.J. Vincent & Associates is a small Marshall, Michigan-based Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Southfield, MI
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Located in Southfield, Michigan, Jenkins & Company, P.C. Is an Accounting company. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Troy, MI
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Accounting company Derderian, Kann, Seyferth & Salucci, PC was founded in 1953. Based in Troy, Michigan, the team specializes in Accounting.
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UndisclosedUndisclosed10 - 49East Lansing, MI
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Warmels and Comstock, PLLC, an Accounting company, was established in 1994. The agency specializes in Accounting and Business Consulting, and is small.
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UndisclosedUndisclosed2 - 9Detroit, MI
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Tellis & Company CPAs is an Accounting company. Their small team is located in Detroit, Michigan. Their team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Eureka, CA
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Hunter, Hunter & Hunt is an Accounting company. Their small team of employees is in Eureka, California. Their team offers Accounting.
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UndisclosedUndisclosed10 - 49Jackson, MI
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Bond & Company, PLC is an Accounting company. In Jackson, Michigan, their team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Otsego, MI
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Small Accounting company Timothy K. Hutchens, CPA, is in Otsego, Michigan. The team provides Accounting.
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UndisclosedUndisclosed2 - 9Troy, MI
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Puckett, Clement and Schellenberg, P.C. Is an Accounting company. Their team is based in Troy, Michigan and focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Munster, IN
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Accounting company McMahon & Associates was founded in 1971. The small team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Southfield, MI
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Accounting company SmartTaxCPA is located in Southfield, Michigan. The team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed50 - 249Fremont, MI
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Established in 1983, H&S Companies is a midsize Fremont, Michigan-based Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9McKinleyville, CA
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Jackson and Eklund, An Accountancy Corporation is an Accounting company. The team is based in McKinleyville, California, and their services include Accounting.
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UndisclosedUndisclosed10 - 49Mishawaka, IN
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Based in Mishawaka, Indiana and Goshen, Indiana, Insight Accounting Group is a small Accounting company. Their services include Accounting.
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UndisclosedUndisclosed50 - 249Towson, MD
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RS&F is an Accounting company. Based in Towson, Maryland, their team provides Accounting and Business Consulting.
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UndisclosedUndisclosed50 - 249Baltimore, MD
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Ellin & Tucker, an Accounting company, is based in Baltimore, Maryland and Washington, District of Columbia. Launched in 1946, the team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Lake Forest, IL
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ARCC Consulting is an Accounting company headquartered in Lake Forest, Illinois. They provide Accounting.
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UndisclosedUndisclosed2 - 9Lincolnshire, IL
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Ekenberg & Ekenberg, P.C., an Accounting company, is based in Lincolnshire, Illinois. They provide Accounting and were launched in 1985.
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UndisclosedUndisclosed250 - 999Baton Rouge, LA
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Located in Baton Rouge, Louisiana, HORNE LLP is an Accounting company. The team focuses on Accounting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed2 - 9Houma, LA
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Established in 2002, Bryan J.McElroy, CPA is an Accounting company. The team offers Accounting.
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UndisclosedUndisclosed2 - 9Wollongong, Australia
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Beacon Business Solutions, an Accounting company, is in Wollongong, Australia. They provide Accounting.
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UndisclosedUndisclosed10 - 49Gulfport, MS
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Located in Gulfport, Mississippi and Bay St. Louis, Mississippi, Alexander, Van Loon, Sloan, Levens & Favre, PLLC CPA is an Accounting company. They specialize in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Abbeville, LA
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Accounting company Langlinais Broussard & Kohlenberg focuses on Accounting and Business Consulting. They are in Abbeville, Louisiana.
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UndisclosedUndisclosed2 - 9Indianapolis, IN
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Haffley Taylor & Co is an Accounting company. The small Indianapolis, Indiana-based team specializes in Accounting and Business Consulting. The firm was launched in 2003.
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UndisclosedUndisclosed2 - 9Lafayette, LA
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Thibodaux Hebert Deshotels LeBlanc is an Accounting company. Launched in 2006, the agency is based in Lafayette, Louisiana. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Wollongong, Australia
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Daley & Co Chartered Accountants is an Accounting company. Established in 1950, the agency is headquartered in Wollongong, Australia and Sydney, Australia. Their team offers Accounting.
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UndisclosedUndisclosed10 - 49Lafayette, LA
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Accounting company Prejean Romero McGee was established in 2011. Headquartered in Lafayette, Louisiana, the team provides Accounting.
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UndisclosedUndisclosed10 - 49Muncie, IN
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Estep-Doctor & Co: Burkholder Kimberly S CPA is an Accounting company based in Muncie, Indiana. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Natchez, MS
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Silas Simmons, LLP, an Accounting company, offer Accounting and Business Consulting. They were established in 1932.
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UndisclosedUndisclosed2 - 9Baton Rouge, LA
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Located in Baton Rouge, Louisiana, Johnston & Hayden is an Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Ballarat Central, Australia
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Launched in 2015, Kovski Accounting is an Accounting company. The team provides Accounting and cloud consulting & SI.
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UndisclosedUndisclosed2 - 9Frankfort, IN
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Beardsley & Company, CPAs, PC is an Accounting company founded in 1991. The team offers Accounting and Business Consulting and is located in Frankfort, Indiana.
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UndisclosedUndisclosed10 - 49San Diego, CA
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JGD & Associates LLP, an Accounting company, is based in San Diego, California. They specialize in Accounting.
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UndisclosedUndisclosed10 - 49Warsaw, IN
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The Heyde Group, LLC is an Accounting company. They focus on Accounting and Business Consulting and are headquartered in Warsaw, Indiana.
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UndisclosedUndisclosed10 - 49Frederick, MD
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LSWG CPA is an Accounting company. The team provides Accounting and Business Consulting, and the agency is headquartered in Frederick, Maryland and Rockville, Maryland.
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UndisclosedUndisclosed10 - 49Bloomington, IN
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Founded in 2008, Root Advisors is an Accounting company. The firm provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Ridgeland, MS
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Lyle, Walker & Co., P.A., a small Accounting company, is in Ridgeland, Mississippi. The team offers Accounting.
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UndisclosedUndisclosed2 - 9Fishers, IN
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Long & Associates PC, an Accounting company, was founded in 1996. The team provides Accounting and Business Consulting and is based in Fishers, Indiana.
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UndisclosedUndisclosed2 - 9Mornington, Australia
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Woottons is an Accounting company. Their small team is based in Mornington, Australia. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Poseyville, IN
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Clem Dassel & Co, an Accounting company, provide Accounting and Business Consulting. They were founded in 1979.
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UndisclosedUndisclosed2 - 9Moss Point, MS
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Founded in 1999, BSI Accounting Services is a small Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Wollongong, Australia
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O'Donnell Hennessy & Co. Is an Accounting company. They were founded in 1946 and specialize in Accounting.
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UndisclosedUndisclosed10 - 49Minneapolis, MN
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Hoffmann & Swintek, LLC, an Accounting company, is headquartered in Minneapolis, Minnesota. The team provides Accounting.
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UndisclosedUndisclosed2 - 9Greenwood, IN
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Founded in 2013, Ensign CPA Group, a small Accounting company, is located in Greenwood, Indiana. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9South Bend, IN
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Accounting company Cullar & Associates PC, CPA's is located in South Bend, Indiana. Founded in 1983, the team offers Accounting and Business Consulting.
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List of the Top 15 Financial Services Companies
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$25,000+$50 - $99 / hr50 - 249Gliwice, Poland
Ability to deliver
37.8/40.018/20 Reviews10/10 Clients & Experience9.8/10 Market PresenceService focus
10% Financial Advising & Planning90% Other -
$1,000+< $25 / hr250 - 999Coimbatore, India
Ability to deliver
37.8/40.018.2/20 Reviews10/10 Clients & Experience9.6/10 Market PresenceService focus
25% Accounting75% Other -
Undisclosed$100 - $149 / hr50 - 249Walnut, CA
Ability to deliver
37.6/40.017.6/20 Reviews10/10 Clients & Experience10/10 Market PresenceService focus
30% Accounting70% Other -
$5,000+$200 - $300 / hr10 - 49Allentown, PA
Ability to deliver
37/40.017.4/20 Reviews10/10 Clients & Experience9.6/10 Market PresenceService focus
20% Accounting80% Other -
Undisclosed$200 - $300 / hr10 - 49New York, NY
Ability to deliver
36.8/40.017.2/20 Reviews10/10 Clients & Experience9.6/10 Market PresenceService focus
85% Accounting15% 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 -
$25,000+$25 - $49 / hr1,000 - 9,999San Francisco, CA
Ability to deliver
36.2/40.020/20 Reviews8.7/10 Clients & Experience7.5/10 Market PresenceService focus
10% Accounting90% Other -
$1,000+< $25 / hr1,000 - 9,999
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+$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 / 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+< $25 / hr50 - 249Jaipur, India
Ability to deliver
34.1/40.016.8/20 Reviews8/10 Clients & Experience9.3/10 Market PresenceService focus
50% Accounting50% Other -
$1,000+$50 - $99 / hr10 - 49
Ability to deliver
34.1/40.017.2/20 Reviews7.6/10 Clients & Experience9.2/10 Market PresenceService focus
10% Accounting90% Other -
UndisclosedUndisclosed50 - 249Syracuse, NY
Ability to deliver
34/40.017.6/20 Reviews8.7/10 Clients & Experience7.7/10 Market PresenceService focus
40% Accounting60% Other -
UndisclosedUndisclosed50 - 249San Jose, CA
Ability to deliver
33.8/40.019.4/20 Reviews4.9/10 Clients & Experience9.5/10 Market PresenceService focus
40% Accounting60% Other -
$5,000+$100 - $149 / hr10 - 49
Ability to deliver
33.4/40.016.8/20 Reviews7.6/10 Clients & Experience9/10 Market PresenceService focus
30% Accounting70% Other -
$1,000+$100 - $149 / hr2 - 9Schaumburg, IL
Ability to deliver
32.9/40.016.4/20 Reviews9.2/10 Clients & Experience7.3/10 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 -
UndisclosedUndisclosed250 - 999Indianapolis, IN
Ability to deliver
32.5/40.018.2/20 Reviews8.8/10 Clients & Experience5.5/10 Market PresenceService focus
10% Accounting90% Other -
$1,000+Undisclosed10 - 49Londonderry, NH
Ability to deliver
32.5/40.018.4/20 Reviews6.9/10 Clients & Experience7.2/10 Market PresenceService focus
80% Accounting20% Other -
UndisclosedUndisclosed50 - 249Dubai, United Arab Emirates
Ability to deliver
32.3/40.017.2/20 Reviews8.1/10 Clients & Experience7/10 Market PresenceService focus
45% Accounting5% Financial Advising & Planning50% 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+Undisclosed50 - 249Cambridge, MA
Ability to deliver
32.2/40.017/20 Reviews8.3/10 Clients & Experience6.9/10 Market PresenceService focus
75% Accounting25% Other -
UndisclosedUndisclosed50 - 249San Francisco, CA
Ability to deliver
32.2/40.016.2/20 Reviews9/10 Clients & Experience6.9/10 Market PresenceService focus
45% Accounting55% Other -
$1,000+$25 - $49 / hr50 - 249Dubai, United Arab Emirates
Ability to deliver
32.1/40.018.4/20 Reviews6.6/10 Clients & Experience7.1/10 Market PresenceService focus
60% Accounting40% Other -
$1,000+$100 - $149 / hr50 - 249Vaughan, Canada
Ability to deliver
32.1/40.016.4/20 Reviews8.9/10 Clients & Experience6.8/10 Market PresenceService focus
60% Accounting40% 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 -
$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 -
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.