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 - 9Riverside, CA
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Michelle C. Herting, CPA, AEP is an Accounting company. They specialize in Accounting and were founded in 1997. The company is headquartered in Riverside, California.
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UndisclosedUndisclosed2 - 9Saint Joseph, MO
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Taylor, Thompson & Hausman, LLC is an Accounting company founded in 2010. The team offers Accounting and is headquartered in Saint Joseph, Missouri.
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UndisclosedUndisclosed2 - 9Manly, Australia
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Della Nicholson Accounting is a small Manly, Australia-based Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Chesterfield, MO
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Raisher & Associates, P.C., an Accounting company, is in Chesterfield, Missouri. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Albuquerque, NM
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Integrity Accounting is an Accounting company. Their team is headquartered in Albuquerque, New Mexico. The company focuses on Accounting.
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UndisclosedUndisclosed10 - 49Cootamundra, Australia
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Dawson & Partners is an Accounting company. Founded in 1918, the company is based in Cootamundra, Australia. Their team provides Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49St. Louis, MO
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Conner Ash PC is an Accounting company. The St. Louis, Missouri-based team offers Accounting.
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UndisclosedUndisclosed10 - 49Bongaree, Australia
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Based in Bongaree, Australia, OBT Accounting & Tax is a small Accounting company. Their services include Accounting and cloud consulting & SI.
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UndisclosedUndisclosed2 - 9Springfield, MO
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Zacchaeus Tax & Accounting Inc is an Accounting company. They were founded in 2018 and focus on Accounting.
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UndisclosedUndisclosed10 - 49Bismarck, ND
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Padgett Business Services - North Dakota is an Accounting company. The firm is headquartered in Bismarck, North Dakota. Their team focuses on Accounting and HR Consulting.
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UndisclosedUndisclosed2 - 9Lovington, NM
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Small Accounting company Pam Lackey, CPA, is headquartered in Lovington, New Mexico. The team provides Accounting.
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UndisclosedUndisclosed2 - 9Springfield, MO
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Spectrum Accounting LLC is an Accounting company. They were founded in 2009 and focus on Accounting.
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UndisclosedUndisclosed50 - 249Southport, Australia
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Based in Southport, Australia, International Professional Services is a midsize Accounting and Business Consulting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Albuquerque, NM
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SLOAN & COMPANY, a small Accounting company, is based in Albuquerque, New Mexico. The team provides Accounting.
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UndisclosedUndisclosed50 - 249Wagga Wagga, Australia
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EASDOWNS, an Accounting company, was launched in 1970. The firm specializes in Accounting and Business Consulting, and is midsize.
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UndisclosedUndisclosed10 - 49Los Angeles, CA
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Small Accounting company Zivetz, Schwartz & Saltsman CPAs, is in Los Angeles, California. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Norman Gardens, Australia
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Founded in 2010, KDF Acountants is a small Norman Gardens, Australia-based Accounting company. Their team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Norwalk, CT
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Founded in 2013, Isaac J. Zimmerman, CPA is an Accounting company. The small team focuses on Accounting and Commercial Development.
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UndisclosedUndisclosed10 - 49Lennox Head, Australia
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Small Accounting company East Coast Accountants, is located in Lennox Head, Australia. The team offers Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Rockhampton, Australia
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Small Accounting company Kennas Chartered Accountants, is headquartered in Rockhampton, Australia. The team specializes in Accounting.
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UndisclosedUndisclosed2 - 9St. Louis, MO
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Mortland & Company, LLC, an Accounting company, is headquartered in St. Louis, Missouri. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Tijeras, NM
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Kefauver CPA, PC is a small Tijeras, New Mexico-based Accounting company. The team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Roseville, CA
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Located in Roseville, California, Measured Results, CPAs is an Accounting company. The team provides Accounting and Business Consulting.
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UndisclosedUndisclosed250 - 999Denver, CO
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Mortgage Cadence is a midsize Accounting and Business Consulting company founded in 1999. Their team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Deming, NM
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Small Accounting company Tamara G. Hurt CPA, PC, is based in Deming, New Mexico. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Gallup, NM
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Tony D. Gonzales, CPA, PA is a small Accounting company based in Gallup, New Mexico. The team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Tustin, CA
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Established in 2011, Spann & Associates is an Accounting company. The team focuses on Accounting and Business Consulting and is located in Tustin, California.
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UndisclosedUndisclosed2 - 9Roswell, NM
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Small Accounting company Ritter & Company, LLC, is based in Roswell, New Mexico. The team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Gordon, Australia
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EB Accounting is an Accounting company. Their small team is headquartered in Gordon, Australia. Their team specializes in Accounting.
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UndisclosedUndisclosed10 - 49Fresno, CA
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Borchardt, Corona, Faeth & Zakarian, an Accounting company, is based in Fresno, California. They provide Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Carlsbad, NM
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DeeAnn Coalson McLaughlin is a small Accounting company in Carlsbad, New Mexico. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Devils Lake, ND
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Swenseth Law Office, PLLC is an Accounting company launched in 2014. The small team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Rozelle, Australia
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Effective Services Pty Ltd is an Accounting company. They are in Rozelle, Australia and have small team. They offer Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Commerce, CA
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Accounting company Kiyohara & Takahashi is located in Commerce, California. They offer Accounting and Business Consulting and were founded in 2000.
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UndisclosedUndisclosed2 - 9Rio Rancho, NM
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CARR CPAs LLC is a small Rio Rancho, New Mexico-based Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Sydney, Australia
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Ellis Norton + Co, an Accounting and Business Consulting company, was launched in 1991. The team specializes in Accounting and Business Consulting and is located in Sydney, Australia.
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UndisclosedUndisclosed2 - 9Taos, NM
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Swinehart CPA, PC is an Accounting company. They are in Taos, New Mexico and have small team. Their team offers Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Washburn, ND
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Hetletved CPA is a small Washburn, North Dakota-based Accounting company. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Cumming, GA
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Founded in 2003, CB Smith and Associates, P.C. Is an Accounting company. The team provides Accounting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed2 - 9Santa Fe, NM
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Zlotnick, Laws & Sandoval, PC is a small Accounting company based in Santa Fe, New Mexico. The team provides Accounting.
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UndisclosedUndisclosed2 - 9Grafton, ND
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Cawley & Associates PC, a small Accounting company, is located in Grafton, North Dakota. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Portland, OR
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Launched in 1995, Kern & Thompson is an Accounting company. The agency focuses on Accounting.
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UndisclosedUndisclosed2 - 9Blairsville, GA
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Small Accounting company Strickland and Associates, P.C., is based in Blairsville, Georgia. The team provides Accounting.
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UndisclosedUndisclosed2 - 9Sydney, Australia
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Emerson Randell Young, a small Accounting company, is located in Sydney, Australia. The team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Santa Maria, CA
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Benedetti & Associates, CPA Inc., an Accounting company, is located in Santa Maria, California. They provide Accounting and Business Consulting and were launched in 2000.
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UndisclosedUndisclosed2 - 9Las Cruces, NM
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Fierro & Fierro, P.A is an Accounting company. Their small team is headquartered in Las Cruces, New Mexico. Their team specializes in Accounting.
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UndisclosedUndisclosed10 - 49Portland, OR
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Based in Portland, Oregon, Maginnis & Carey is an Accounting company. They focus on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Farmington, NM
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Steve Oldfield & Associates is an Accounting company. Headquartered in Farmington, New Mexico, their team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Grand Forks, ND
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Remer Acounting PC, a small Accounting company, is located in Grand Forks, North Dakota. The team provides Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Marietta, GA
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Launched in 1968, Post CPAs, LLC is a small Marietta, Georgia-based Accounting company. Their services include Accounting.
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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.