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 - 9Newport Beach, CA
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Brown & Company is an Accounting company. They were established in 2001 and focus on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Kihei, HI
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Elina Hartkopf CPA is an Accounting company. Their small team is headquartered in Kihei, Hawaii. Their team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Plymouth, IN
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Kuhn Dillon Umbaugh, LLC, an Accounting company, is in Plymouth, Indiana. The team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Owatonna, MN
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Carlson Branstad PC is an Accounting company. They focus on Accounting and are in Owatonna, Minnesota.
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UndisclosedUndisclosed2 - 9Beverly Hills, CA
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The CMLgroup, Inc. Is an Accounting company. The team is located in Beverly Hills, California, and their services include Accounting and Commercial Brokerage Services.
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UndisclosedUndisclosed2 - 9Fresno, CA
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BYERS ACCOUNTANCY CORPORATION is an Accounting company. The Fresno, California-based firm was established in 2008. Their team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Los Alamitos, CA
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Located in Los Alamitos, California, The Davidson Group, a dba of TDG, LLC is an Accounting company. They focus on Accounting and Commercial Brokerage Services and were launched in 1984.
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UndisclosedUndisclosed10 - 49Missoula, MT
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Headquartered in Missoula, Montana, Randall, Hensel & Company is a small Accounting company. The team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Eagan, MN
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Founded in 1981, Mazanec, Bauer & Associates, P.L.C. Is an Accounting company. In Eagan, Minnesota, the team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Los Angeles, CA
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California Accountants Group is an Accounting company. Established in 2016, the agency is based in Los Angeles, California. Their team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Cape Girardeau, MO
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Small Accounting company Glaus & Associates, CPA, LLC, is headquartered in Cape Girardeau, Missouri. The team focuses on Accounting.
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UndisclosedUndisclosed2 - 9St. Louis, MO
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MaddockHenson PC is an Accounting company. They are located in St. Louis, Missouri and have small team. Their team offers Accounting.
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UndisclosedUndisclosed2 - 9Wilmington, DE
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Sparano, Vincelette & Joiner, CPAs, a small Accounting company, is headquartered in Wilmington, Delaware. The team offers Accounting.
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UndisclosedUndisclosed2 - 9Columbia, MO
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Small Accounting company Gibson & Company PC, is in Columbia, Missouri. The team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Detroit Lakes, MN
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Accounting company ClearPath Advisors offers Accounting. They are based in Detroit Lakes, Minnesota.
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UndisclosedUndisclosed2 - 9Bolivar, MO
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Hudson Accounting Services, LLC, an Accounting company, focus on Accounting. They were launched in 2013.
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UndisclosedUndisclosed50 - 249Willmar, MN
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Christianson PLLP is a midsize Accounting company. Established in 1987, the team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Lincoln, NE
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Burr Business Service is an Accounting company headquartered in Lincoln, Nebraska. They offer Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Saint Clair, MO
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Broadbent Tax Advisory is an Accounting company. Their small team is located in Saint Clair, Missouri. Their services include Accounting.
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UndisclosedUndisclosedFreelancerMarshall, MO
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Small Accounting company Diane Vogel CPA, LLC, is in Marshall, Missouri. The team provides Accounting.
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UndisclosedUndisclosed2 - 9Rocklin, CA
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Based in Rocklin, California, Cramer & Associates Accountancy Corp is a small Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Delano, MN
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Small Accounting company Matter Reuter CPAs Ltd., is located in Delano, Minnesota. The team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49St. Louis, MO
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Becker and Rosen CPAs LLC is a St. Louis, Missouri-based Accounting company. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Omaha, NE
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The McMillen Company, P.C. Is an Accounting company. They are based in Omaha, Nebraska and have small team. Their team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Lake Elmo, MN
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Landon C. Scott, PLLC is an Accounting company. Their small team is in Lake Elmo, Minnesota. Their team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9St. Louis, MO
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Elder & Isaac, CPA PC, a small Accounting company, is in St. Louis, Missouri. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Northfield, MN
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Goodney & Associates, PA is a Northfield, Minnesota-based Accounting company. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Omaha, NE
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O'Donnell, Ficenec, Wills & Ferdig, LLP is a small Accounting company. Founded in 1951, the team provides Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Helena, MT
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Multistate Tax Resources, LLC is an Accounting company. Their small team is located in Helena, Montana. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Lake Saint Louis, MO
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Located in Lake Saint Louis, Missouri, Parr & Jones CPAs LLC is a small Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Valparaiso, IN
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Accounting company Mihalov Barton & Burrus, LLC was established in 2013. The team provides Accounting and Business Consulting and is located in Valparaiso, Indiana.
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UndisclosedUndisclosed2 - 9Springfield, MO
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Sanford, Lea & Associates is an Accounting company. They were founded in 1997 and offer Accounting.
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UndisclosedUndisclosed10 - 49Hugo, MN
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Ken Franzmeier CPA, P.C. Is a small Accounting company based in Hugo, Minnesota. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Lee's Summit, MO
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Halbhuber & Cook P.C. Is a small Lee's Summit, Missouri-based Accounting company. Their services include Accounting.
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UndisclosedUndisclosedFreelancerSt. Louis, MO
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Jerilyn J. Wilson CPA PC. Is a St. Louis, Missouri-based Accounting company. Established in 1996, the team offers Accounting.
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UndisclosedUndisclosed2 - 9Columbia, MO
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Wassman CPA Services LLC is an Accounting company founded in 2014. Headquartered in Columbia, Missouri, the team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Elkhart, IN
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Established in 1986, Koons and Koons CPA is a small Accounting company in Elkhart, Indiana. Their team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Ogallala, NE
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Johnson, Bergmeier, Wolf & Cipperley, P.C. Is an Accounting company. The team is headquartered in Ogallala, Nebraska, and their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Vadnais Heights, MN
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Thomas J. Bulger, CPA is an Accounting company. The Vadnais Heights, Minnesota-based company was founded in 2002. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Chesterfield, MO
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Holt and Patterson is a Chesterfield, Missouri-based Accounting company. They specialize in Accounting and were founded in 1960.
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UndisclosedUndisclosed10 - 49Helena, MT
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Atwood Accounting Services is an Accounting company. They are based in Helena, Montana, and their services include Accounting.
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UndisclosedUndisclosed2 - 9Blue Springs, MO
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Based in Blue Springs, Missouri, Fullerton & Co, CPAs is an Accounting company. They specialize in Accounting and Business Consulting and were launched in 2005.
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UndisclosedUndisclosed2 - 9Lapel, IN
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Small Accounting company Erwin CPA Group, is located in Lapel, Indiana. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Omaha, NE
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Larsen and Associates, a small Accounting company, is based in Omaha, Nebraska. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Warrensburg, MO
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Accounting company Teresa Colster CPA, LLC was established in 2005. Based in Warrensburg, Missouri, the team provides Accounting.
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UndisclosedUndisclosed2 - 9Omaha, NE
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AF Bookkeeping Services, Inc is a small Accounting company launched in 2001. Their team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Saint Charles, MO
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Accounting company Devereux & Company was launched in 1984. The small team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Omaha, NE
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Balanced Books is an Accounting company. They are based in Omaha, Nebraska and have small team. Their team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9St. Louis, MO
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Wright, Criscione & Company, LLC is a small St. Louis, Missouri-based Accounting company. The team offers Accounting.
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UndisclosedUndisclosed10 - 49Elkhart, IN
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Cornerstone CPA Group, LLP is an Accounting company. Their team is based in Elkhart, Indiana and offers Accounting and Business Consulting.
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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.