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 - 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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UndisclosedUndisclosed2 - 9Caruthersville, MO
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McDowell & Middleton, LLC is a small Accounting company located in Caruthersville, Missouri. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Omaha, NE
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Blackman & Associates, P.C., an Accounting company, was founded in 1980. The team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Greenwood, IN
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Boyd Pinegar & Associates PC is an Accounting company. Their team is based in Greenwood, Indiana. The firm provides Accounting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed10 - 49Las Vegas, NV
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Patton Consulting, Ltd is an Accounting company. Launched in 1986, the team specializes in Accounting. The firm is headquartered in Las Vegas, Nevada.
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UndisclosedUndisclosed2 - 9Indianapolis, IN
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Small Accounting company Mc Kinley Jones & Associates, is based in Indianapolis, Indiana. The team provides Accounting.
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UndisclosedUndisclosed2 - 9Indianapolis, IN
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Established in 2008, Lemler Group, LLC is a small Indianapolis, Indiana-based Accounting company. Their team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Blair, NE
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Central Tax & Bookkeeping Services is an Accounting company. Headquartered in Blair, Nebraska, their small team focuses on Accounting and Business Consulting. The firm was founded in 2000.
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UndisclosedUndisclosed2 - 9Omaha, NE
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Forms and Numbers LLC is a small Omaha, Nebraska-based Accounting company. The team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9La Vista, NE
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Established in 1999, Kathol, P.C. CPA is an Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Grand Rapids, MN
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Small Accounting company Sholom R. Blake, CPA, is in Grand Rapids, Minnesota. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Omaha, NE
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Koski Professional Group P.C., an Accounting company, provides Accounting and Business Consulting. The agency is located in Omaha, Nebraska.
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UndisclosedUndisclosed2 - 9Omaha, NE
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Sum&substance, a small Accounting company, is in Omaha, Nebraska. The team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Westminster, CO
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Coet2 CPAs P.C. Is a Westminster, Colorado-based Accounting company. They specialize in Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Saint Paul, MN
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Stovall & Associates, Ltd. Is an Accounting company. The small Saint Paul, Minnesota-based team specializes in Accounting. The firm was launched in 2010.
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UndisclosedUndisclosed2 - 9Rockhampton, Australia
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Founded in 1986, Business Wise is an Accounting company. The small team offers Accounting and cloud consulting & SI.
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UndisclosedUndisclosed2 - 9Omaha, NE
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Vicki Klein Allely Bookkeeping Services LLC, an Accounting company, is in Omaha, Nebraska. They offer Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Bowen Hills, Australia
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Encore Accounting, an Accounting company, is based in Bowen Hills, Australia. The team offers Accounting.
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UndisclosedUndisclosed2 - 9Toowoomba City, Australia
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Peter Bowly Accounting, a small Accounting company, is based in Toowoomba City, Australia. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Victoria, MN
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Storms & Alpaugh PLLC, a small Accounting company, is based in Victoria, Minnesota. The team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Longmont, CO
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Kirkland & Company, CPA’s, P.C is an Accounting company. They are headquartered in Longmont, Colorado and have small team of experts. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Davis, CA
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Accounting company Carbahal & Company is in Davis, California. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Nerang, Australia
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Founded in 1976, Simpson & Winslow is an Accounting company. In Nerang, Australia, the team provides Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Grand Rapids, MN
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Glorvigen Tierney Lind & Co, a small Accounting company, is in Grand Rapids, Minnesota. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Helensvale, Australia
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Fay & Redman is a Helensvale, Australia-based Accounting company. They specialize in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Baton Rouge, LA
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Mercer William D CPA is a small Accounting company located in Baton Rouge, Louisiana. The team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Paso Robles, CA
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Coblentz-Biehle & Cramer, Certified Public Accountants, LLP is a small Accounting company based in Paso Robles, California. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Lake Pleasant, NY
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Boudreaux, Henderson & Co., LLP is a small Accounting company located in Lake Pleasant, New York. The team provides Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49The Dawn, Australia
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Hinterland Accounting is an Accounting company founded in 2011. Their team focuses on Accounting.
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UndisclosedUndisclosed10 - 49Salem, OR
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Small Accounting company Johnson Glaze & Co., PC, is located in Salem, Oregon. The team focuses on Accounting and Business Consulting.
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List of the Top 15 Financial Services Companies
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$25,000+$50 - $99 / hr50 - 249Gliwice, Poland
Ability to deliver
37.8/40.018/20 Reviews10/10 Clients & Experience9.8/10 Market PresenceService focus
10% Financial Advising & Planning90% Other -
$1,000+< $25 / hr250 - 999Coimbatore, India
Ability to deliver
37.8/40.018.2/20 Reviews10/10 Clients & Experience9.6/10 Market PresenceService focus
25% Accounting75% 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
37/40.017.4/20 Reviews10/10 Clients & Experience9.6/10 Market PresenceService focus
20% Accounting80% Other -
Undisclosed$200 - $300 / hr10 - 49New York, NY
Ability to deliver
36.8/40.017.2/20 Reviews10/10 Clients & Experience9.6/10 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 -
$1,000+< $25 / hr1,000 - 9,999
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+$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 / 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+< $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 -
$1,000+$50 - $99 / hr10 - 49
Ability to deliver
34.1/40.017.2/20 Reviews7.6/10 Clients & Experience9.2/10 Market PresenceService focus
10% Accounting90% Other -
UndisclosedUndisclosed50 - 249Syracuse, NY
Ability to deliver
34/40.017.6/20 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 -
$5,000+$100 - $149 / hr10 - 49
Ability to deliver
33.4/40.016.8/20 Reviews7.6/10 Clients & Experience9/10 Market PresenceService focus
30% Accounting70% Other -
$1,000+$100 - $149 / hr2 - 9Schaumburg, IL
Ability to deliver
32.9/40.016.4/20 Reviews9.2/10 Clients & Experience7.3/10 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 -
UndisclosedUndisclosed250 - 999Indianapolis, IN
Ability to deliver
32.5/40.018.2/20 Reviews8.8/10 Clients & Experience5.5/10 Market PresenceService focus
10% Accounting90% Other -
UndisclosedUndisclosed50 - 249Dubai, United Arab Emirates
Ability to deliver
32.5/40.017.4/20 Reviews8.1/10 Clients & Experience7/10 Market PresenceService focus
45% Accounting5% Financial Advising & Planning50% Other -
$1,000+Undisclosed10 - 49Londonderry, NH
Ability to deliver
32.5/40.018.4/20 Reviews6.9/10 Clients & Experience7.2/10 Market PresenceService focus
80% Accounting20% 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+Undisclosed50 - 249Cambridge, MA
Ability to deliver
32.2/40.017/20 Reviews8.3/10 Clients & Experience6.9/10 Market PresenceService focus
75% Accounting25% 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 -
$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 -
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.