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 - 49Ste. Genevieve, MO
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Founded in 1999, HSB Advisors, LLC, a small Accounting company, is headquartered in Ste. Genevieve, Missouri and Perryville, Missouri. Their team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Lincoln, NE
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Founded in 1999, Mumm & Associates, P.C. CPA's is an Accounting company. The team specializes in Accounting and Business Consulting and is located in Lincoln, Nebraska.
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UndisclosedUndisclosed2 - 9Saint Charles, MO
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Botz, Deal & Company is a small Saint Charles, Missouri-based Accounting company. Their services include Accounting.
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UndisclosedUndisclosed10 - 49St. Louis Park, MN
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Myslajek Kemp & Spencer, Ltd. Is an Accounting company. The St. Louis Park, Minnesota-based team focuses on Accounting.
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UndisclosedUndisclosed10 - 49Hannibal, MO
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Wade Stables P.C., a small Accounting company, is based in Hannibal, Missouri. The team specializes in Accounting.
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UndisclosedUndisclosed10 - 49Newark, DE
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Brisco & Associates, LLC is a small Accounting company in Newark, Delaware. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Florence, AL
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Accounting company Sandra's Tax Service is in Florence, Alabama. Founded in 1987, the team offers Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Hopkins, MN
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Corneliuson & Associates, Inc. Is an Accounting company in Hopkins, Minnesota. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Farmington, MO
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Maloney, Wright & Robbins, CPAs is an Accounting company. They are based in Farmington, Missouri and Dexter, Missouri and have small team. Their team focuses on Accounting.
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UndisclosedUndisclosed50 - 249Springfield, MO
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Established in 1989, Abacus CPAs, LLC is a midsize Accounting company. Their team provides Accounting.
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UndisclosedUndisclosed2 - 9Russellville, AL
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Established in 1976, Joe M. Tucker CPA, PC is an Accounting company. The small team provides Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Springfield, MO
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RMMC-CPA, an Accounting company, is headquartered in Springfield, Missouri. They specialize in Accounting.
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UndisclosedUndisclosed2 - 9Southport, Australia
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AAA Business Accountants is an Accounting company located in Southport, Australia. Founded in 1991, the team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Maple Grove, MN
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Jenson & Co - CPA Advisors is an Accounting company. Their team is based in Maple Grove, Minnesota. The company focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Fulton, MO
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David J. Shively, CPA is a small Fulton, Missouri-based Accounting company. The team provides Accounting.
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UndisclosedUndisclosed10 - 49Saint Paul, MN
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Freimuth & CO., LLC, a small Accounting company, is headquartered in Saint Paul, Minnesota. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Victoria Park, Australia
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Headquartered in Victoria Park, Australia, Atlas Business Solutions is a small Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Edina, MN
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Frank E. Nute Certified Public Accountant is an Accounting company located in Edina, Minnesota. The team offers Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Noosaville, Australia
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Clarity Accounting Solutions is a small Accounting company in Noosaville, Australia. The team offers Accounting.
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UndisclosedUndisclosed10 - 49Birtinya, Australia
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Founded in 2010, HBA Encompass is an Accounting company. The team offers Accounting and is in Birtinya, Australia.
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UndisclosedUndisclosed2 - 9Noosaville, Australia
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BDM Accountants, an Accounting company, was launched in 2001. The team provides Accounting and is located in Noosaville, Australia.
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UndisclosedUndisclosed2 - 9Albury, Australia
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Briese Janissen & Associates is a small Accounting company based in Albury, Australia. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Parramatta, Australia
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Spry Roughley is an Accounting company. The company is in Parramatta, Australia. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Little Rock, AR
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Small Accounting company ELLIS, TUCKER & ALDRIDGE,, is headquartered in Little Rock, Arkansas. The team focuses on Accounting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed10 - 49Parramatta, Australia
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Small Accounting company T & R ACCOUNTANTS, is headquartered in Parramatta, Australia. The team provides Accounting.
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UndisclosedUndisclosed10 - 49Ulladulla, Australia
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South East Access , a small Accounting company, is based in Ulladulla, Australia. Their services include Accounting.
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UndisclosedUndisclosed2 - 9North Little Rock, AR
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Small Accounting company Heartland Tax Service, is based in North Little Rock, Arkansas. The team provides Accounting.
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UndisclosedUndisclosed10 - 49La Vista, NE
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Accounting company Verdant Accounting was launched in 1950. The small team focuses on Accounting and HR Consulting.
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UndisclosedUndisclosed10 - 49Penrith, Australia
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Small Accounting company A Grade Tax Accountants, is based in Penrith, Australia. Their services include Accounting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed2 - 9Penrith, Australia
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Accounting company Berger Piepers was launched in 1997. The team specializes in Accounting and Business Consulting and is located in Penrith, Australia.
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UndisclosedUndisclosed2 - 9Lincoln, NE
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Matrix Accounting & Tax Inc. Is an Accounting company established in 2003. The team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Jamisontown, Australia
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Complete Taxation Solutions is an Accounting company. Their small team is headquartered in Jamisontown, Australia. Their team offers Accounting.
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UndisclosedUndisclosed2 - 9West Monroe, LA
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Kelly, Noland, + Ducote CPA, an Accounting company, was established in 1975. The team offers Accounting and is located in West Monroe, Louisiana.
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UndisclosedUndisclosed2 - 9Granite Falls, MN
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Robert F Danielowski Cpa is an Accounting company. Their small team is located in Granite Falls, Minnesota. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Richland, NE
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Schmeits, Mueller & Martinsen, P.C, an Accounting company, is headquartered in Richland, Nebraska. They focus on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Baton Rouge, LA
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Barrios Peter P CPA is a small Accounting company in Baton Rouge, Louisiana. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Quirindi, Australia
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Cyre Partners is a small Accounting company located in Quirindi, Australia. The team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Metairie, LA
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Headquartered in Metairie, Louisiana, Robert J. Logreco, CPA is an Accounting company. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Baton Rouge, LA
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TWRU CPAs and Financial Advisors, an Accounting company, was founded in 1948. The team focuses on Accounting and Business Consulting and is in Baton Rouge, Louisiana.
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UndisclosedUndisclosed2 - 9Phillipsburg, KS
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Located in Phillipsburg, Kansas, Mapes & Miller is a small Accounting company. The team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Denham Springs, LA
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Carnahan Andrews, CPA, LLC is an Accounting company. Their team is based in Denham Springs, Louisiana. The company focuses on Accounting.
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UndisclosedUndisclosed10 - 49Lake Charles, LA
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Scalisi Myers & White, an Accounting company, was established in 1983. The firm focuses on Accounting and Business Consulting, and is small.
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UndisclosedUndisclosed2 - 9Metairie, LA
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Launched in 1976, Cressend CPA, a small Accounting company, is headquartered in Metairie, Louisiana. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Topeka, KS
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Cummins, Coffman & Schmidtlein is a small Topeka, Kansas-based Accounting company. The team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Jennings, LA
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Schulthess Melvin R, CPA is an Accounting company. Launched in 1980, the company is based in Jennings, Louisiana. Their team offers Accounting.
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UndisclosedUndisclosed2 - 9Hollister, CA
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831 Tax and Accounting is an Accounting company. Located in Hollister, California, the company was established in 2015. Their team offers Accounting.
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UndisclosedUndisclosed2 - 9Houma, LA
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Launched in 1990, Charles C. Theriot & Company, Certified Public Accountants, LLC, a small Accounting company, is in Houma, Louisiana. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Abbeville, LA
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Dore & Co is a small Accounting company located in Abbeville, Louisiana. The team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Pleasanton, CA
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ACG is a small Accounting company established in 2003. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Billings, MT
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Small Accounting company K C & Co PC, is in Billings, Montana. The team offers 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.