Top Financial Services Firms
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$50,000+$200 - $300 / hr10 - 49Bee Cave, TXServices provided
See all 6 projectsCSTMR is a prominent digital marketing agency specializing in fintech and financial services, offering services such as digital marketing strategies, brand optimization, SEO, content marketing, and website development. The reviews reflect overwhelmingly positive feedback, with approximately 90% emphasizing CSTMR's exceptional project management, timely delivery, and effective communication. Clients consistently highlight CSTMR's domain expertise, innovative approach, and partnership-oriented culture, with over half noting their adaptability and customer-centric focus. Overall, CSTMR is highly recommended for their ability to drive growth and enhance brand presence.
$25,000+Undisclosed250 - 999Sydney, AustraliaServices provided
See all 2 projectsTalent Formula is an accounting services firm that specializes in talent acquisition and management for industry-specific needs, including financial analysts and accountants. They have been praised for their efficient recruitment process and cultural alignment, contributing to a 100% positive feedback rate for their support in business growth and team integration.
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UndisclosedUndisclosed2 - 9Los Angeles, CA
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GREEN SPRING LLP ACCOUNTING AND CONSULTING is an Accounting company. Based in Los Angeles, California, the agency specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Fremont, CA
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GROCO CPAs & Advisors is an Accounting company. The Fremont, California-based agency was established in 1964. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Rosslea, Australia
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Headquartered in Rosslea, Australia, Alliance Accounting & Taxation Services is a small Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Modesto, CA
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Hamilton & Company LLP, Certified Public Accountants is an Accounting company. They are located in Modesto, California and have small team. They focus on Accounting.
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UndisclosedUndisclosed2 - 9Clinton, Australia
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Joe Oram and Associates, a small Accounting company, is located in Clinton, Australia. The team provides Accounting.
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UndisclosedUndisclosed2 - 9Redding, CA
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Small Accounting company Hathaway, Ksenzulak & Lapp, is headquartered in Redding, California. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Laguna Hills, CA
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Established in 1980, Atlas Properties is a small Accounting company. Their services include Accounting and Commercial Brokerage Services.
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UndisclosedUndisclosed2 - 9Walnut Creek, CA
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Hunter & Company CPAs is an Accounting company. Headquartered in Walnut Creek, California, the company was launched in 1994. Their team offers Accounting and HR Consulting.
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UndisclosedUndisclosed2 - 9Signal Hill, CA
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Founded in 2000, Financial Solutions of California, Inc is an Accounting and Commercial Financing company. The team provides Accounting and Commercial Financing and is in Signal Hill, California.
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UndisclosedUndisclosed50 - 249Southport, Australia
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The MBA Partnership is a midsize Accounting company established in 2001. Their team provides Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Garden City, KS
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Lewis, Hooper & Dick is a Garden City, Kansas-based Accounting company. Launched in 1955, the team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Los Angeles, CA
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Haskell & Davis, CPA is an Accounting company located in Los Angeles, California. The team offers Accounting.
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UndisclosedUndisclosed2 - 9Cannon Hill, Australia
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Launched in 2001, Sheppard Hanson & Co is a small Accounting company. Their team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Fremont, CA
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Harrison Accounting Group, Inc. Is a small Accounting company headquartered in Fremont, California. The team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Salina, KS
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Established in 2011, UCentric Solutions is an Accounting company. The team offers Accounting.
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UndisclosedUndisclosed10 - 49Torrance, CA
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Accounting company HARIK MINASSI COALE was launched in 1975. The company focuses on Accounting and Business Consulting, and is small.
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UndisclosedUndisclosed2 - 9Fresno, CA
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Established in 1985, HEBERGER & COMPANY, INC. Is an Accounting company. The team offers Accounting.
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UndisclosedUndisclosed10 - 49Las Vegas, NV
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Located in Las Vegas, Nevada, LL Bradford is a small Accounting company. The team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Danville, CA
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Isaacson and Company, an Accounting company, is headquartered in Danville, California. Launched in 1977, the team specializes in Accounting.
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UndisclosedUndisclosed10 - 49Las Vegas, NV
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Daniel C. McArthur. Ltd is a small Las Vegas, Nevada-based Accounting company. The team provides Accounting.
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UndisclosedUndisclosed2 - 9Irvine, CA
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Launched in 2012, Jarus & Co CPA is an Accounting company. The firm offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Yerington, NV
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Jeff J. Rife & Associates is a small Yerington, Nevada-based Accounting company. The team offers Accounting.
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UndisclosedUndisclosed2 - 9Boulder City, NV
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Small Accounting company Jay D. Booth CPA, Ltd, is in Boulder City, Nevada. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Zionsville, IN
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Next Level CPA is a Zionsville, Indiana-based Accounting company. Launched in 2012, the team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Carmel, IN
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Rhea & Co is an Accounting company based in Carmel, Indiana. They provide Accounting.
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UndisclosedUndisclosed2 - 9Carmel, IN
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Crawford & Associates Pro Services Corporation is a Carmel, Indiana-based Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9North Little Rock, AR
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CFO Network, a small Accounting company, is located in North Little Rock, Arkansas. The team provides Accounting and HR Consulting.
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UndisclosedUndisclosed10 - 49Schaumburg, IL
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R.J. Augustine and Associates is an Accounting company. They are headquartered in Schaumburg, Illinois, and their services include Accounting.
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UndisclosedUndisclosed2 - 9Anaheim, CA
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Launched in 2004, JD and Company - Orange County CPA is a small Accounting company. Their team focuses on Accounting.
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UndisclosedUndisclosed10 - 49Skokie, IL
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The Hechtman Group, a small Accounting company, is based in Skokie, Illinois. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Riverside, CA
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JG Professional Accountants, Co. Is a small Accounting company founded in 2004. Their team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Eagan, MN
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Kennedy & Associates, Ltd. - Minnesota is an Accounting company. Established in 2011, the team specializes in Accounting. The agency is located in Eagan, Minnesota.
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UndisclosedUndisclosed2 - 9Rushville, IN
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Located in Rushville, Indiana, Ashley C. Stiers CPA, Inc. Is an Accounting company. Launched in 2011, the team provides Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Hopkins, MN
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HG&K, LTD. Is an Accounting company founded in 1966. The team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Lakeville, MN
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Based in Lakeville, Minnesota, Webb Tax & Accounting, Inc is a small Accounting company. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Brooklyn Park, MN
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TaxPrep Solutions, Inc is an Accounting company. Founded in 1987, the team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Santa Clarita, CA
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Julie M. Sturgeon, CPA, a small Accounting company, is in Santa Clarita, California. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Kokomo, IN
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Sale & Company, LLC - Certified Public Accountants, an Accounting company, is in Kokomo, Indiana. They offer Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9San Francisco, CA
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Kaufmann Advisors , an Accounting company, is headquartered in San Francisco, California. The team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Anderson, IN
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Mahoney Heineman & Co PC: Baker Richard H CPA, a small Accounting company, is based in Anderson, Indiana. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Roseville, CA
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Kee & Associates, CPA's is an Accounting company. Their small team is in Roseville, California. Their team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Elko, NV
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Read & Powell, LLC is an Accounting company. They were founded in 1958, and their services include Accounting.
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UndisclosedUndisclosed10 - 49Las Vegas, NV
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Small Accounting company Denali Consulting Group, is headquartered in Las Vegas, Nevada. Their services include Accounting.
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UndisclosedUndisclosed2 - 9La Porte, IN
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Parkison & Hinton Inc PC, an Accounting company, was founded in 1951. The small team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Bloomington, IN
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Accounting company Olson & Company P.C. Is headquartered in Bloomington, Indiana. They specialize in Accounting and Business Consulting and were established in 1981.
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UndisclosedUndisclosed2 - 9Crown Point, IN
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Prasco & Associates PC is an Accounting company. The agency is based in Crown Point, Indiana. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Burbank, CA
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Launched in 2012, KF Professional Group is an Accounting company. The small team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Kokomo, IN
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BCR CPA Group is an Accounting company. They focus on Accounting and Business Consulting and were established in 2005. The firm is based in Kokomo, Indiana.
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UndisclosedUndisclosed10 - 49Sparks, NV
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Located in Sparks, Nevada, Hartmann and Associates is an Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Evansville, IN
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Lancaster, Schnautz & White LLP is an Accounting company. They are located in Evansville, Indiana and have small team. They specialize in 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.