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 - 9Hallock, MN
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Dahl Hatton Muir & Reese LTD is an Accounting company. Founded in 1993, their team offers Accounting.
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UndisclosedUndisclosed2 - 9Penrith, Australia
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Based in Penrith, Australia, Direct Accounting is an Accounting company. They provide Accounting.
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UndisclosedUndisclosed2 - 9Morris, MN
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Seales & Munsterman Accounting and Tax is an Accounting company. Founded in 1983, the agency is headquartered in Morris, Minnesota. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Orange, Australia
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Pigot Miller Wilson Accountants & Advisors is a small Accounting company headquartered in Orange, Australia. Their services include Accounting and cloud consulting & SI.
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UndisclosedUndisclosed2 - 9Redwood Falls, MN
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Small Accounting company Le Sage Reynolds & Welter Ltd, is located in Redwood Falls, Minnesota. The team provides Accounting.
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UndisclosedUndisclosed2 - 9Mortdale, Australia
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Monger Baker Chartered Accountant is an Accounting company. They are based in Mortdale, Australia and have small team. Their team offers Accounting.
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UndisclosedUndisclosed10 - 49Penrith, Australia
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JPRCA is an Accounting company. The Penrith, Australia-based agency provides Accounting.
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UndisclosedUndisclosed2 - 9Minneapolis, MN
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DAEH LAW pllc is an Accounting company. They provide Accounting and were established in 2013. The agency is based in Minneapolis, Minnesota.
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UndisclosedUndisclosed2 - 9Burnsville, MN
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Crisp and Gravley, LLC., a small Accounting company, is in Burnsville, Minnesota. The team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Penrith, Australia
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Lower Russell and Farr is an Accounting company. They are based in Penrith, Australia and have small team. Their team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed50 - 249Chatswood, Australia
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In Chatswood, Australia, StewartBrown is an Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Bloomington, IL
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Founded in 1987, Tax & Accounting Plus Inc. Is a small Accounting company. Their team offers Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Singleton, Australia
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Altitude Business Group is an Accounting company. The Singleton, Australia-based firm was established in 1998. Their team provides Accounting.
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UndisclosedUndisclosed2 - 9Hastings, MN
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Radke & Mohrhauser, LLC is an Accounting company. They are located in Hastings, Minnesota and have small team of experts. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Riverstone, Australia
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Headquartered in Riverstone, Australia, Oakville Business Services is a small Accounting company. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Butte, MT
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Based in Butte, Montana, Mark Rule & Co: Mark Rule EA is a small Accounting company. The team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Moorhead, MN
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Goeson & Goeson, P.A. Is a small Accounting company based in Moorhead, Minnesota. The team provides Accounting.
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UndisclosedUndisclosed2 - 9Omaha, NE
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Established in 1969, Midwest Accounting and Tax Service, Inc. Is an Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9St. Louis Park, MN
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McDonald Carlson CPA LLC, a small Accounting company, is in St. Louis Park, Minnesota. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Windsor, Australia
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HG Khouri & Associates, a small Accounting company, is headquartered in Windsor, Australia. The team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9McCook, NE
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Skiles Loop Bremer & White CPA's PC is an Accounting company launched in 1979. Their team offers Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Erina, Australia
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Fortunity Central Coast is an Accounting company. Based in Erina, Australia, the team offers Accounting.
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UndisclosedUndisclosed2 - 9St. Louis, MO
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Wilhelm & Wilhelm, LLC is an Accounting company. They are based in St. Louis, Missouri and have small team. Their services include Accounting.
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UndisclosedUndisclosed10 - 49St. Louis, MO
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Swink, Smith, Coplen & Company, P.C. Is a small Accounting company. Established in 1980, the team offers Accounting.
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UndisclosedUndisclosed2 - 9Flowood, MS
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Watkins and Company CPAs is an Accounting company established in 1978. The small team provides Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Wagga Wagga, Australia
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Based in Wagga Wagga, Australia, WDF Professional is a small Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosedFreelancerHigh Ridge, MO
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JDoll Accounting, LLC is an Accounting company. They are based in High Ridge, Missouri and have small team. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Wilmington, DE
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Master, Sidlow & Associates, P. A., a small Accounting company, is located in Wilmington, Delaware. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Springwood, Australia
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Rea & Associates is a small Accounting company. Launched in 1992, the team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Kansas City, MO
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E2E, LLC is an Accounting company. The Kansas City, Missouri-based company was founded in 2013. Their team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Bakersfield, CA
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Andrea (Rutherford) Hill CPA is an Accounting company. The company is based in Bakersfield, California. Their team specializes in Accounting.
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UndisclosedUndisclosed10 - 49Kansas City, MO
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House Park Dobratz & Wiebler P.C. Is an Accounting company. The Kansas City, Missouri-based agency provides Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Erina, Australia
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Saige Accountants is an Erina, Australia-based Accounting company. Founded in 1998, the team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Burnsville, MN
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Accounting company Obermeier & Associates, P.A. Is based in Burnsville, Minnesota. Established in 1989, the team specializes in Accounting.
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UndisclosedUndisclosed2 - 9
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Stephen Jose & Associates, an Accounting company, is based in. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Milford, DE
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Located in Milford, Delaware, Starkey & Company, P.A. Is a small Accounting company. The team provides Accounting.
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UndisclosedUndisclosed2 - 9St. Louis, MO
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Brugere & Co. CPA, PC is a St. Louis, Missouri-based Accounting company. They offer Accounting and were launched in 1992.
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UndisclosedUndisclosed2 - 9Neosho, MO
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Kelly & Compton, CPAs, P.C., a small Accounting company, is headquartered in Neosho, Missouri. The team offers Accounting.
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UndisclosedUndisclosed10 - 49Cape Girardeau, MO
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Begley Young Unterreiner White LLC is an Accounting company. They were launched in 1948 and focus on Accounting.
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UndisclosedUndisclosed10 - 49Duluth, MN
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Anderson Kuiti & Asuma PLLC is an Accounting company. They are based in Duluth, Minnesota and have small team. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Columbia, MS
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Sanderson CPA, PLLC is an Accounting company headquartered in Columbia, Mississippi. They provide Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Clinton, MO
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Cook & Company CPAs + Wealth Management is an Accounting company established in 2002. The company focuses on Accounting.
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UndisclosedUndisclosed2 - 9Rochester, MN
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Small Accounting company Wilson Tibor & Maves LTD, is headquartered in Rochester, Minnesota. The team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Raymore, MO
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DSWA Certified Public Accountants is an Accounting company. They are headquartered in Raymore, Missouri and have small team. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Eagan, MN
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In Eagan, Minnesota, Quist and Company, P.C. Is a small Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Penrith, Australia
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Launched in 1988, W M Wright & Co is an Accounting company. The firm focuses on Accounting, and is small.
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UndisclosedUndisclosed10 - 49Jackson, MS
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Founded in 1988, Tann, Brown, & Russ Co, Pllc is a small Jackson, Mississippi-based Accounting company. Their team provides Accounting.
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UndisclosedUndisclosed10 - 49Florissant, MO
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Accounting company Davis Associates CPAs offers Accounting. They are located in Florissant, Missouri.
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UndisclosedUndisclosed2 - 9Rochester, MN
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Trever Sand LLC is an Accounting company. Located in Rochester, Minnesota, their team provides Accounting.
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UndisclosedUndisclosed10 - 49Clovis, CA
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Founded in 1991, Baerg & Associates, Certified Public Accountants, LLP is an Accounting company. The team focuses on Accounting.
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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.