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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UndisclosedUndisclosed2 - 9Baton Rouge, LA
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Latuso & Johnson CPA is an Accounting company. Established in 2006, the firm provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9West Monroe, LA
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Launched in 1999, S Renee Stadius CPA (APAC) is an Accounting company. The team provides Accounting and Business Consulting and is headquartered in West Monroe, Louisiana.
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UndisclosedUndisclosed10 - 49Bozeman, MT
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Neil & Company CPAs PC is a small Accounting company based in Bozeman, Montana. The team offers Accounting.
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UndisclosedUndisclosed2 - 9West Monroe, LA
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Felts Tax Service is an Accounting company. The company is located in West Monroe, Louisiana. Their team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Omaha, NE
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IT Tax Solutions is an Accounting company. Their team is based in Omaha, Nebraska and specializes in Accounting and IT strategy consulting.
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UndisclosedUndisclosed2 - 9Spring Lake Park, MN
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Wayne A Blosberg, PA is a Spring Lake Park, Minnesota-based Accounting company. They specialize in Accounting and Business Consulting and were established in 1988.
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UndisclosedUndisclosed2 - 9Merced, CA
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Accounting company Alice Berger Contreras CPA Firm is located in Merced, California. The team offers Accounting.
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UndisclosedUndisclosed10 - 49Shreveport, LA
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Heath Crager CPA, an Accounting company, was founded in 2010. They offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Shreveport, LA
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Accounting company James Hardy & Haley is located in Shreveport, Louisiana. The team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Lincoln, NE
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Balanced Bookkeeping and Tax Services is an Accounting company. They are headquartered in Lincoln, Nebraska and have small team. Their team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Denham Springs, LA
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Established in 2015, David A Dominique, CPA and Business Advisor is an Accounting company. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Bozeman, MT
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Vail Ken CPA, a small Accounting company, is in Bozeman, Montana. The team offers Accounting.
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UndisclosedUndisclosed2 - 9Thibodaux, LA
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Stagni & Company is an Accounting company. The team specializes in Accounting and Business Consulting, and the agency is headquartered in Thibodaux, Louisiana.
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UndisclosedUndisclosed2 - 9Lake Charles, LA
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Accounting company Denny B. Dennison CPA (APC) is headquartered in Lake Charles, Louisiana. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Washington, MO
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Tochtrop & Associates P.C. Is an Accounting company. Their small team is based in Washington, Missouri. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Springfield, MO
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Located in Springfield, Missouri, Kollmeyer & Company, LLC is a small Accounting and Business Consulting company. The team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Butte, MT
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Founded in 2005, Gould Accounting & Consulting is an Accounting company. The firm offers Accounting.
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UndisclosedUndisclosedFreelancerBlue Springs, MO
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Green & Company, CPA, P.C. Is a small Accounting company. Launched in 2011, the team offers Accounting.
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UndisclosedUndisclosed10 - 49Butte, MT
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Newland and Company, P.C. Is an Accounting company launched in 1940. The team offers Accounting and is headquartered in Butte, Montana.
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UndisclosedUndisclosed2 - 9Macon, MO
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Grimshaw & Associates LLC is a small Macon, Missouri-based Accounting company. Their services include Accounting.
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UndisclosedUndisclosed10 - 49California, MO
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Bobby Medlin CPA Group, LLC is a California, Missouri-based Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Sullivan, MO
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Langenberg, Strubberg, Arand & King, LLC is an Accounting company. Their small team is located in Sullivan, Missouri and Union, Missouri. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Cuba, MO
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Accounting company Layman CPA is based in Cuba, Missouri. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Las Vegas, NV
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Piercy Bowler Taylor & Kern is an Accounting company in Las Vegas, Nevada. They provide Accounting.
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UndisclosedUndisclosed10 - 49Rockville, MD
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Sarfino and Rhoades, LLP is an Accounting company. The team specializes in Accounting and Business Consulting and is headquartered in Rockville, Maryland.
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UndisclosedUndisclosed10 - 49Butte, MT
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Prigge & Otten PC is a small Butte, Montana-based Accounting company. The team provides Accounting.
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UndisclosedUndisclosed10 - 49Henderson, NV
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Arlint CPA is an Accounting company. The Henderson, Nevada-based firm provides Accounting.
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UndisclosedUndisclosed10 - 49Elko, NV
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McMullen McPhee & Company LLC is an Accounting company. The team provides Accounting, and the company is based in Elko, Nevada.
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UndisclosedUndisclosed10 - 49Reno, NV
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Accounting company Casey Neilon provides Accounting. They are in Reno, Nevada.
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UndisclosedUndisclosed10 - 49Frederick, MD
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Offutt & Associates, CPAs, PA, an Accounting company, was launched in 2001. The firm offers Accounting.
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UndisclosedUndisclosed10 - 49Lewes, DE
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Progar & Company P.A., a small Accounting company, is located in Lewes, Delaware. The team specializes in Accounting.
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UndisclosedUndisclosed10 - 49Lutherville-Timonium, MD
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Century Accounting & Financial Services is an Accounting company. They offer Accounting and Finance & Accounting Outsourcing (FAO) and are located in Lutherville-Timonium, Maryland.
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UndisclosedUndisclosedFreelancerSilver Spring, MD
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Mark Computing And Accounting Firm is an Accounting company. They are based in Silver Spring, Maryland and have small team. Their team provides Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Georgetown, DE
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Established in 1976, Jefferson, Urian, Doane & Sterner, PA is a small Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9San Jose, CA
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Ami Shah CPA is an Accounting company located in San Jose, California. The team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9La Plata, MD
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Pesante Close, LLC is an Accounting company established in 2002. Their team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Fairfield, CA
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Anderson & Associates is an Accounting company. Founded in 1940, the team specializes in Accounting and Business Consulting. The firm is in Fairfield, California.
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UndisclosedUndisclosed2 - 9Burlingame, CA
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Audit and Tax Solutions, CPAs Inc, an Accounting company, was launched in 1994. The agency offers Accounting and Business Consulting, and is small.
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UndisclosedUndisclosed2 - 9Erina, Australia
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Established in 1951, O'Donoghue King Accountants and SMSF Specialists is an Accounting company. The team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Queanbeyan, Australia
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Mercury Financial Group is an Accounting company. They are headquartered in Queanbeyan, Australia and have small team. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Richmond, Australia
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Small Accounting company Christopher M Edwards, is in Richmond, Australia. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Walnut Creek, CA
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A & L CPA Group is an Accounting company. They were established in 2010, and their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Byron Bay, Australia
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Rochdale Accounting & Business Advisory, a small Accounting company, is headquartered in Byron Bay, Australia. The team specializes in Accounting and cloud consulting & SI.
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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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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.