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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UndisclosedUndisclosed10 - 49Manhattan, KS
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Varney & Associates is an Accounting company. Headquartered in Manhattan, Kansas, the agency provides Accounting and IT managed services.
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UndisclosedUndisclosed2 - 9Wasilla, AK
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Namtvedt & Company CPAs, Inc. Is a small Accounting company in Wasilla, Alaska. The team provides Accounting.
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UndisclosedUndisclosed10 - 49Junction City, KS
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Pottberg Gassman & Hoffman, an Accounting company, was launched in 1976. The firm focuses on Accounting, and is small.
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UndisclosedUndisclosed2 - 9Manhattan, KS
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Launched in 1999, BJ Fritz & Associates is a small Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Palatine, IL
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Bryant & DaValle PC is a small Accounting company based in Palatine, Illinois. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Kansas City, MO
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ACCOUNTING SOLUTIONS GROUP is a small Kansas City, Missouri-based Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Hays, KS
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Brungardt Hower Ward Elliott & Pfeifer L.C. Is an Accounting company. The small Hays, Kansas-based team offers Accounting. The firm was established in 1956.
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UndisclosedUndisclosed10 - 49Rockville, MD
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E. Cohen is an Accounting company based in Rockville, Maryland. They offer Accounting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed2 - 9Peru, IL
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Miller, Shevokas, Mason Accounting Group, Inc. Is a small Accounting company in Peru, Illinois. The team provides Accounting.
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UndisclosedUndisclosed10 - 49Bethesda, MD
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Sullivan & Company, CPAs is an Accounting company established in 1980. The firm offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Greenbelt, MD
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Accounting company Claxton and Company P.C. Offers Accounting and Business Consulting. They were established in 1979.
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UndisclosedUndisclosed10 - 49Towson, MD
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Gary R. Bozel & associates p.a is a small Accounting company. They specialize in Accounting and Business Consulting and were established in 1984.
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UndisclosedUndisclosed2 - 9Indianapolis, IN
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Launched in 2007, Rhodes Knisley Williams LLP is an Accounting company. The team provides Accounting and is headquartered in Indianapolis, Indiana.
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UndisclosedUndisclosed2 - 9Gaithersburg, MD
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Davis & Associates P.A is an Accounting company established in 1984. The team specializes in Accounting and Finance & Accounting Outsourcing (FAO) and is headquartered in Gaithersburg, Maryland.
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UndisclosedUndisclosed2 - 9Noblesville, IN
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Small Accounting company Dunton & Co PC, is headquartered in Noblesville, Indiana. The team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Westfield, MA
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Accounting and Business Consulting company O. W. Krohn & Associates LLP was launched in 1986. Based in Westfield, Massachusetts, the team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Indianapolis, IN
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Elevation CPA Group, PC is an Accounting company. They focus on Accounting and were founded in 2018. The company is based in Indianapolis, Indiana.
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UndisclosedUndisclosedFreelancerGaithersburg, MD
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Established in 2014, Jack Wan CPA is an Accounting company. Headquartered in Gaithersburg, Maryland, the team provides Accounting and Business Consulting.
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UndisclosedUndisclosedFreelancerFishers, IN
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Lionheart Tax and Accounting, LLC is an Accounting company. Their team is in Fishers, Indiana. The firm focuses on Accounting.
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UndisclosedUndisclosed2 - 9Fishers, IN
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Accounting company RYR Accounting & Business Consulting focuses on Accounting and Business Consulting. They are based in Fishers, Indiana.
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UndisclosedUndisclosed2 - 9Catonsville, MD
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Wolfe & Fiedler, P,A. Is an Accounting company. They are located in Catonsville, Maryland and have small team of experts. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Laurel, MD
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Founded in 2009, R.T. McCalpin & Associates is a small Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Laurel, MS
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Accounting company Wm. F. Horne & Co., PLLC is in Laurel, Mississippi and Hattiesburg, Mississippi. They provide Accounting and were founded in 2008.
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UndisclosedUndisclosed10 - 49Frederick, MD
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MKS&H, an Accounting company, is headquartered in Frederick, Maryland. Established in 1943, the team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Crows Nest, Australia
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AG McDonald Consulting is an Accounting company. Located in Crows Nest, Australia, the team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Towson, MD
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Fresh Start Tax & Accounting, LLC is an Accounting company. Launched in 2009, the team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Las Vegas, NV
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Small Accounting company Swarts & Swarts, is based in Las Vegas, Nevada. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Sydney, Australia
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Arnold Stevens Finlay Services is an Accounting company located in Sydney, Australia. Established in 1997, the team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Las Vegas, NV
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Larry L Bertsch CPA is an Accounting company. Founded in 2003, the agency specializes in Accounting.
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UndisclosedUndisclosed2 - 9Baulkham Hills, Australia
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Kendalls LMJ is an Accounting company. They are located in Baulkham Hills, Australia and have small team. Their services include Accounting.
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UndisclosedUndisclosed10 - 49
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Accounting company Mark Sherman CPA was established in 2000. The team offers Accounting.
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UndisclosedUndisclosed10 - 49Wagga Wagga, Australia
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Bush & Campbell Accountants is an Accounting company. Launched in 1913, the team focuses on Accounting. The firm is headquartered in Wagga Wagga, Australia.
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UndisclosedUndisclosed10 - 49Griffith, Australia
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PinnacleHPC is an Accounting company. Their small team is headquartered in Griffith, Australia. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Tamworth, Australia
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Malvern Mathews Smith is an Accounting company launched in 2006. The team offers Accounting.
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UndisclosedUndisclosed10 - 49Baulkham Hills, Australia
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MTWO Accounting Partners is an Accounting company. They are in Baulkham Hills, Australia and have small team of experts. Their services include Accounting.
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UndisclosedUndisclosed2 - 9St. Louis, MO
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Cole & Company, CPA is a small Accounting company in St. Louis, Missouri. Their services include Accounting.
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UndisclosedUndisclosed50 - 249Anchorage, AK
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Accounting company Carney Consulting Group is headquartered in Anchorage, Alaska. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Forestville, Australia
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Harrison & Gill Chartered Accountants is an Accounting company. They are headquartered in Forestville, Australia and have small team. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Farmington, MO
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Hafner Financial Services PC is an Accounting company based in Farmington, Missouri. The team specializes in Accounting.
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UndisclosedUndisclosed10 - 49Jefferson City, MO
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Accounting company Evers and Company, CPA's, L.L.C. Is headquartered in Jefferson City, Missouri and Osage Beach, Missouri. Founded in 1974, the team provides Accounting.
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UndisclosedUndisclosed10 - 49North Parramatta, Australia
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Launched in 1995, McCarthy Salkeld is a small North Parramatta, Australia-based Accounting company. Their team focuses on Accounting and HR Consulting.
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UndisclosedUndisclosed2 - 9Penshurst, Australia
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Based in Penshurst, Australia, Perry Harrison Chartered Accountants is a small Accounting company. The team offers Accounting.
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UndisclosedUndisclosed10 - 49Springfield, MO
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Accounting company McCullough & Associates, LLC was launched in 1992. Located in Springfield, Missouri, the team focuses on Accounting.
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UndisclosedUndisclosed10 - 49Washington, MO
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Unnerstall and Unnerstall, CPA, P.C. Is an Accounting company. Launched in 1991, the company is headquartered in Washington, Missouri. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Wasilla, AK
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In Wasilla, Alaska, Centinel Pacific Accounting, LCC is a small Accounting company. The team offers Accounting.
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UndisclosedUndisclosedFreelancerSt. Louis, MO
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John J. Sharamitaro, P.C., an Accounting company, is based in St. Louis, Missouri. The team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Fairbanks, AK
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Norbu Accounting Services is an Accounting company. Their small team is located in Fairbanks, Alaska. Their team offers Accounting.
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UndisclosedUndisclosed10 - 49Kansas City, MO
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Small Accounting company Howe & Company, CPA, P.C., is in Kansas City, Missouri. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Baulkham Hills, Australia
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Ezy Tax & Accounting Solution, an Accounting company, specialize in Accounting. They were established in 2009.
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UndisclosedUndisclosed2 - 9Adamstown, Australia
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Small Accounting company Think Accounting Services, is located in Adamstown, Australia. Their services include Accounting.
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List of the Top 15 Financial Services Companies
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$1,000+< $25 / hr250 - 999New York, NY
Ability to deliver
38.2/40.018.6/20 Reviews10/10 Clients & Experience9.6/10 Market PresenceService focus
25% Accounting75% Other -
UndisclosedUndisclosed10 - 49San Francisco, CA
Ability to deliver
37.7/40.019/20 Reviews8.9/10 Clients & Experience9.8/10 Market PresenceService focus
10% Financial Advising & Planning90% 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
37.4/40.017.8/20 Reviews10/10 Clients & Experience9.6/10 Market PresenceService focus
20% Accounting80% 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 -
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 -
$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 / hr1,000 - 9,999San Juan, Puerto Rico
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 - 999Pasig, Philippines
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
34.1/40.016.8/20 Reviews8/10 Clients & Experience9.3/10 Market PresenceService focus
50% Accounting50% Other -
$5,000+$100 - $149 / hr10 - 49San Diego, CA
Ability to deliver
34/40.017.4/20 Reviews7.6/10 Clients & Experience9/10 Market PresenceService focus
30% Accounting70% 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 -
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 -
$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 -
$1,000+$50 - $99 / hr10 - 49London, England
Ability to deliver
33.1/40.016.2/20 Reviews7.6/10 Clients & Experience9.2/10 Market PresenceService focus
10% Accounting90% Other -
UndisclosedUndisclosed10 - 49Londonderry, NH
Ability to deliver
32.9/40.018.8/20 Reviews6.9/10 Clients & Experience7.2/10 Market PresenceService focus
80% Accounting20% Other -
UndisclosedUndisclosed250 - 999Indianapolis, IN
Ability to deliver
32.9/40.018.8/20 Reviews8.8/10 Clients & Experience5.3/10 Market PresenceService focus
10% Accounting90% Other -
UndisclosedUndisclosed50 - 249Dubai, United Arab Emirates
Ability to deliver
32.7/40.017.6/20 Reviews8.1/10 Clients & Experience7/10 Market PresenceService focus
45% Accounting5% Financial Advising & Planning50% 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 / 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 -
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 -
$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 - 249Dallas, TX
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
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.