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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UndisclosedUndisclosed10 - 49Gaithersburg, MD
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Founded in 1992, Parminder singh ahuja CPA is a small Gaithersburg, Maryland-based Accounting company. Their team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Reno, NV
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Evans Nelson & Company is a small Accounting company located in Reno, Nevada. The team focuses on Accounting.
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UndisclosedUndisclosed10 - 49Greensburg, IN
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RBSK Partners PC, an Accounting company, is headquartered in Greensburg, Indiana. Founded in 1965, the team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Fort Wayne, IN
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Houlihan Cpa's is an Accounting company. They are based in Fort Wayne, Indiana, and their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Las Vegas, NV
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Layton Layton & Tobler LLP, an Accounting company, was launched in 1979. The company focuses on Accounting.
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UndisclosedUndisclosed2 - 9Napa, CA
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Located in Napa, California, Constance Coughlan, CPA is a small Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Reno, NV
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Ashley Quinn is a small Reno, Nevada-based Accounting company. The team specializes in Accounting.
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UndisclosedUndisclosed50 - 249Santa Clara, CA
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Connor Group is an Accounting company. Their team is headquartered in Santa Clara, California and provides Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49West Lafayette, IN
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Heman Lawson Hawks LLP is an Accounting company. Headquartered in West Lafayette, Indiana, the firm was established in 1979. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Bundall, Australia
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McConaghy & Co is an Accounting company. The team focuses on Accounting and Business Consulting and is in Bundall, Australia.
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UndisclosedUndisclosed2 - 9Brownsburg, IN
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Founded in 2002, Jason T. Gibson, CPA LLC is a small Accounting company. Their team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Fishers, IN
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Accounting company McKee & Gunderson PC offers Accounting and Business Consulting. They are headquartered in Fishers, Indiana.
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UndisclosedUndisclosed10 - 49Rockhampton, Australia
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Evans Edwards & Associates is a small Rockhampton, Australia-based Accounting company. The team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Santa Ana, CA
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Founded in 2014, Clark & Company LLP is a small Santa Ana, California-based Accounting company. Their team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Minnetonka, MN
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Olson, Clough & LeBlanc, LTD is an Accounting company. Located in Minnetonka, Minnesota, the agency was launched in 1925. Their team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Toukley, Australia
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Chapmans Accountants is a Toukley, Australia-based Accounting company. Founded in 1985, the team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Redcliffe, Australia
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Liddy Kennelly is a small Accounting company established in 1964. Their team specializes in Accounting.
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UndisclosedUndisclosed10 - 49Reno, NV
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In Reno, Nevada, Ingenium is a small Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Indianapolis, IN
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Yount & Company, LLC is an Indianapolis, Indiana-based Accounting company. They specialize in Accounting and Business Consulting and were founded in 1997.
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UndisclosedUndisclosed2 - 9Noblesville, IN
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Based in Noblesville, Indiana, Simmons CPA Group, P.C. Is an Accounting company. Established in 2011, the team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Las Vegas, NV
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Fair, Anderson & Langerman is a small Accounting company headquartered in Las Vegas, Nevada. Their services include Accounting.
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UndisclosedUndisclosed2 - 9New Ulm, MN
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Headquartered in New Ulm, Minnesota, Karla Havemeier, LTD. Is an Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Springwood, Australia
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Based in Springwood, Australia, Aspire Financial Group is a small Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Toukley, Australia
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Stuart J. Hayward is an Accounting company. Their small team is located in Toukley, Australia. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Indianapolis, IN
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Accounting company Ehlen & Heldman PC was established in 1989. The team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Maroochydore, Australia
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Borland Business Accountants is an Accounting company. Headquartered in Maroochydore, Australia, their small team offers Accounting. The company was founded in 2009.
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UndisclosedUndisclosed10 - 49Las Vegas, NV
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Nevada Financial Solutions, a small Accounting company, is based in Las Vegas, Nevada. The team focuses on Accounting.
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UndisclosedUndisclosed10 - 49Worthington, MN
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Drealan Kvilhaug Hoefker & Co., P.A., an Accounting company, was established in 1984. The firm specializes in Accounting.
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UndisclosedUndisclosed10 - 49Mesquite, NV
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Hinton Burdick is an Accounting company. The small Mesquite, Nevada-based team focuses on Accounting. The company was established in 1979.
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UndisclosedUndisclosed10 - 49Cairns North, Australia
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Tony Salinovich & Associates is an Accounting company. They provide Accounting and were launched in 1996.
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UndisclosedUndisclosed10 - 49Reno, NV
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Accounting company Coulson & Associates, Ltd was established in 1996. The agency offers Accounting, and is small.
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UndisclosedUndisclosed2 - 9Fresno, CA
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Arakelian Accountancy Corp is an Accounting company. Established in 1988, the team focuses on Accounting. The company is headquartered in Fresno, California.
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UndisclosedUndisclosed2 - 9Brainerd, MN
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Headquartered in Brainerd, Minnesota, Crust CPA, LLC is an Accounting company. The team focuses on Accounting.
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UndisclosedUndisclosed10 - 49Henderson, NV
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Keeton CPA is an Accounting company headquartered in Henderson, Nevada. Established in 2009, the team provides Accounting.
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UndisclosedUndisclosed2 - 9The Gap, Australia
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McCarthy & Associates is an Accounting company. They are in The Gap, Australia and have small team of experts. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49San Jose, CA
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Launched in 1994, Morris + D’Angelo is an Accounting company. Located in San Jose, California, the team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Carson City, NV
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Steele & Associates, LLC is an Accounting company. The team specializes in Accounting and is headquartered in Carson City, Nevada.
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UndisclosedUndisclosed10 - 49Birtinya, Australia
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Located in Birtinya, Australia, Total Accounting Partners is a small Accounting company. The team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Henderson, NV
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Steven T. Giorgione is a Henderson, Nevada-based Accounting company. They provide Accounting.
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UndisclosedUndisclosed2 - 9Reno, NV
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RAND CPA´S is an Accounting company. Launched in 1995, the team provides Accounting.
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UndisclosedUndisclosed2 - 9Rohnert Park, CA
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David J. Fisher, CPA MST, an Accounting company, was established in 1998. The company specializes in Accounting and Business Consulting, and is small.
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UndisclosedUndisclosed2 - 9Bemidji, MN
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KBA Peterson Associates, Inc. Is an Accounting company. Their team is located in Bemidji, Minnesota. The agency provides Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Missoula, MT
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Launched in 1985, Campbell & Associates PC is an Accounting company. Located in Missoula, Montana, the team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Waite Park, MN
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Landwehr Tax & Accounting is an Accounting company based in Waite Park, Minnesota. They provide Accounting.
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UndisclosedUndisclosed10 - 49Gladstone Central, Australia
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Cooper & Associates Accountants is an Accounting company founded in 1989. The agency offers Accounting and Business Consulting, and is small.
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UndisclosedUndisclosed10 - 49Missoula, MT
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Mill Creek Accounting Services, LLC is an Accounting company. Headquartered in Missoula, Montana, their small team provides Accounting. The firm was launched in 2015.
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UndisclosedUndisclosed10 - 49Umina Beach, Australia
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HC Partners is an Accounting company. The Umina Beach, Australia-based team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Woodbury, MN
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ABA Tax Accounting is an Accounting company. Launched in 1989, the agency is located in Woodbury, Minnesota. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Caloundra, Australia
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Wardle Partners is a Caloundra, Australia-based Accounting company. The team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Rancho Cucamonga, CA
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Established in 2016, Deily & Company PC, a small Accounting company, is located in Rancho Cucamonga, California. Their services include Accounting and Business Consulting.
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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.