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 - 9Plymouth, MN
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Caylor Ltd is an Accounting company. Their small team is located in Plymouth, Minnesota. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Minneapolis, MN
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Andrew C Fraser P A is an Accounting company. They are located in Minneapolis, Minnesota and have small team. Their team focuses on Accounting.
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UndisclosedUndisclosed50 - 249McPherson, KS
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Swindoll, Janzen, Hawk & Loyd is a midsize Accounting company founded in 1936. Their team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Overland Park, KS
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Douglas L. Freeman is an Accounting company. Established in 2015, the team provides Accounting.
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UndisclosedUndisclosed10 - 49North Little Rock, AR
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Excel-Nation is a small Accounting company located in North Little Rock, Arkansas. The team provides Accounting.
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UndisclosedUndisclosed2 - 9Overland Park, KS
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JOSH MAUER is an Accounting company. Founded in 2009, their team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Fort Scott, KS
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Wise Tax and Accounting is a small Accounting company based in Fort Scott, Kansas. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Woolloomooloo, Australia
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Ken Mangraviti Pty Ltd is an Accounting company. Their small team is headquartered in Woolloomooloo, Australia. Their team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Honolulu, HI
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Small Business Consulting company Hawaii Capital Lending, is headquartered in Honolulu, Hawaii. The team focuses on Business Consulting and Accounting.
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UndisclosedUndisclosed10 - 49Karabar, Australia
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Accounting company TAX FIG PTY LTD was launched in 2014. The firm offers Accounting.
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UndisclosedUndisclosed10 - 49Mountain Brook, AL
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Till Hester Eyer & Brown PC is an Accounting company. In Mountain Brook, Alabama, the company was founded in 1963. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Gladstone, MO
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Strategic Tax Partner is an Accounting company. Their small team is headquartered in Gladstone, Missouri. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Birmingham, AL
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Humphryes & Arnett PC is an Accounting company based in Birmingham, Alabama. Founded in 1977, the team provides Accounting.
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UndisclosedUndisclosed2 - 9Dural, Australia
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In Dural, Australia, Deborah Gallagher & Associates is a small Accounting company. The team provides Accounting.
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UndisclosedUndisclosed2 - 9Birmingham, AL
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Established in 2000, SBAS & Associates Inc is an Accounting company. The agency specializes in Accounting.
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UndisclosedUndisclosed10 - 49Aitkenvale, Australia
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Coutts Redington is an Accounting company. They provide Accounting and were launched in 1996. The agency is headquartered in Aitkenvale, Australia.
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UndisclosedUndisclosed10 - 49Wamego, KS
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Reese & Novelly, P.A. Is a Wamego, Kansas-based Accounting company. They specialize in Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Omaha, NE
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Established in 1956, Hamilton Associates, PC - Omaha, a small Accounting company, is in Omaha, Nebraska. Their team offers Accounting.
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UndisclosedUndisclosed10 - 49Hattiesburg, MS
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Wright CPA Group PLLC is an Accounting company. Based in Hattiesburg, Mississippi, the agency provides Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Helena, MT
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Accounting company Strategic Accounting Solutions, LLC is headquartered in Helena, Montana. The team focuses on Accounting.
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UndisclosedUndisclosed10 - 49Rancho Santa Margarita, CA
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Launched in 2004, Barnett & Company, Inc. Certified Public Accountants is an Accounting company. The team offers Accounting and Business Consulting and is in Rancho Santa Margarita, California.
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UndisclosedUndisclosed10 - 49Omaha, NE
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Accounting company Hancock Dana is located in Omaha, Nebraska. They offer Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Vestavia Hills, AL
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Jackson Howard & Whatley is an Accounting company. Their small team is located in Vestavia Hills, Alabama. Their team provides Accounting.
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UndisclosedUndisclosed10 - 49Omaha, NE
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Darst, Brune & Associates, LLC. Is an Accounting company. They specialize in Accounting and Business Consulting and were launched in 1968. The agency is headquartered in Omaha, Nebraska.
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UndisclosedUndisclosed2 - 9Lincoln, NE
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Doolittle & Lloyd CPAs PC is a small Lincoln, Nebraska-based Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Overland Park, KS
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Goering & Granatino is an Accounting company established in 2012. Based in Overland Park, Kansas, the team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Cozad, NE
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Small Accounting company France & McNally CPA's, is located in Cozad, Nebraska. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Lincoln, NE
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Florell & Barnhard, PC, an Accounting company, is located in Lincoln, Nebraska. The team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Mount Pleasant, Australia
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John Osborne & Associates is a small Accounting company in Mount Pleasant, Australia. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Mobile, AL
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Karen C. Simmons, P.C. Is an Accounting company. The Mobile, Alabama-based firm specializes in Accounting.
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UndisclosedUndisclosed2 - 9Toowoomba City, Australia
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Accounting company Clear Vision Accountancy Group is in Toowoomba City, Australia. They focus on Accounting and Business Consulting and were established in 2014.
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UndisclosedUndisclosed2 - 9Northport, AL
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Mills Tax Service & Bookkeeping Inc. Is an Accounting company established in 1989. The small team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Beverly Hills, CA
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Bartmasser and Co, a small Accounting company, is headquartered in Beverly Hills, California. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Mackay, Australia
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Proactive Accounting Solutions is an Accounting company. Established in 2013, their team provides Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Lincoln, NE
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Burch & Associates, Inc. Is an Accounting company. The team is located in Lincoln, Nebraska, and their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Falls City, NE
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Julie D. Bauman, CPA, PC, an Accounting company, was launched in 2002. Located in Falls City, Nebraska, the team provides Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Airlie Beach, Australia
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Greenhalgh Pickard is an Accounting company. The team is headquartered in Airlie Beach, Australia, and their services include Accounting.
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UndisclosedUndisclosed2 - 9Campbell, CA
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Accounting company Bay Area Tax Service is based in Campbell, California. Established in 2009, the team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Dexter, MO
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Launched in 1982, Riley, Stubbs & Cato LLC is an Accounting company. Headquartered in Dexter, Missouri, the team specializes in Accounting.
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UndisclosedUndisclosed10 - 49Harrisonville, MO
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Troutt, Beeman & Co., P.C. Is an Accounting company. Established in 1972, the firm is in Harrisonville, Missouri and Olathe, Kansas. Their team provides Accounting.
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UndisclosedUndisclosed10 - 49Alexandria, LA
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Founded in 1963, Knight-Masden APAC is a small Alexandria, Louisiana-based Accounting company. Their team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Aurora, MO
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Launched in 1970, Newbold & Newbold, PC is an Accounting company. Headquartered in Aurora, Missouri, the team provides Accounting.
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UndisclosedUndisclosed2 - 9Zachary, LA
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Based in Zachary, Louisiana, Gaines & Co. Is an Accounting company. Established in 1977, the team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Sikeston, MO
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Menz and Menz LLC is an Accounting company launched in 1989. The team specializes in Accounting and is in Sikeston, Missouri.
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UndisclosedUndisclosed2 - 9Baton Rouge, LA
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Launched in 2009, Accounting Solutions & Services is a small Accounting company located in Baton Rouge, Louisiana. Their team offers Accounting.
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UndisclosedUndisclosed2 - 9Lincoln, NE
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Ewerth & Associates CPA, PC is an Accounting company. Their small team is based in Lincoln, Nebraska. Their team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Blue Springs, MO
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Located in Blue Springs, Missouri, Reinhard & Kovacs CPAs is an Accounting company. Founded in 2014, the team provides Accounting.
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UndisclosedUndisclosed2 - 9Hibbing, MN
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Small Accounting company D.I. JOHNSON., LTD, is located in Hibbing, Minnesota. The team specializes in Accounting.
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UndisclosedUndisclosed10 - 49Lake Charles, LA
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Gragson, Casiday & Guillory, L.L.P. Is an Accounting company. They focus on Accounting and Business Consulting and were launched in 1982. The agency is based in Lake Charles, Louisiana.
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UndisclosedUndisclosed2 - 9Lincoln, NE
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Demma Tax is an Accounting company. The team specializes in Accounting and is based in Lincoln, Nebraska.
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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.