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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Accounting company Smaldino, Lutz, Curtis and Associates was established in 1998. The team provides Accounting and Business Consulting and is in Los Angeles, California.
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UndisclosedUndisclosed2 - 9Chatswood, Australia
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Based in Chatswood, Australia, Lewis & Coble is a small Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Reno, NV
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MX Advisors is an Accounting company in Reno, Nevada. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Henderson, NV
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The Warnick Group is a small Accounting company in Henderson, Nevada. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Dubbo, Australia
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Lincoln Partners Dubbo is an Accounting company. Their team is based in Dubbo, Australia. The company focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Lake Forest, CA
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Launched in 1976, P. Allen Lemas, CPA A Professional Corporation is an Accounting company. The firm provides Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Carson City, NV
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VT Accounting Associates, LLP is an Accounting company. In Carson City, Nevada, the team offers Accounting.
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UndisclosedUndisclosed2 - 9
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Caxton Accounting is an Accounting company. Launched in 2015, the team provides Accounting. The company is based in Kenmore, Australia.
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UndisclosedUndisclosed10 - 49Terre Haute, IN
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Stadler & Company is a small Terre Haute, Indiana-based Accounting company. The team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Las Vegas, NV
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Boehme & Boehme, CPA's is an Accounting company. Established in 1996, the firm specializes in Accounting.
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UndisclosedUndisclosed2 - 9Bellbird Park, Australia
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Small Accounting company EJ Radke & Co, is in Bellbird Park, Australia. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Reno, NV
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Cartlidge, Cartlidge & Co. LLC, a small Accounting company, is based in Reno, Nevada. Their services include Accounting.
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UndisclosedUndisclosed10 - 49
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Haines, Isenbarger & Skiba LLC is a small Accounting company. Founded in 1998, the team focuses on Accounting.
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UndisclosedUndisclosed10 - 49Reno, NV
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Sitkoff/O'Neil Accountancy Corporation is an Accounting company. The team provides Accounting, and the company is headquartered in Reno, Nevada and Truckee, California.
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UndisclosedUndisclosed10 - 49Michigan City, IN
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Rowley & Company LLP is an Accounting company founded in 1992. The company offers Accounting, and is small.
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UndisclosedUndisclosed10 - 49Bundaberg Central, Australia
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DGZ Chartered Accountants is an Accounting company. Their small team is based in Bundaberg Central, Australia. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Henderson, NV
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Gary Boyd, CPA is a small Accounting company. They offer Accounting and were established in 2006.
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UndisclosedUndisclosed10 - 49Schererville, IN
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Launched in 1984, Laciak Accountancy Group, P.C. Is an Accounting company. Their services include Accounting.
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UndisclosedUndisclosed2 - 9Fortitude Valley, Australia
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Hogg Lawson is an Accounting company. They are headquartered in Fortitude Valley, Australia and have small team. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Las Vegas, NV
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The Best Doggone Bookkeeping Company, LLC is an Accounting company. Their small team is headquartered in Las Vegas, Nevada. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Indianapolis, IN
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Aspire CPAs, PC is an Accounting company in Indianapolis, Indiana. The team focuses on Accounting.
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UndisclosedUndisclosed10 - 49Henderson, NV
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Udall CPA Group is an Accounting company. The agency is located in Henderson, Nevada and Gilbert, Arizona. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Indianapolis, IN
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ACT Services, Inc. Is an Accounting company founded in 2002. The team focuses on Accounting.
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UndisclosedUndisclosed2 - 9Reno, NV
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Edwin Pereyra, CPA is an Accounting company. They focus on Accounting and were founded in 1994. The company is located in Reno, Nevada.
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UndisclosedUndisclosed10 - 49Johnstown, PA
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Accounting company Wessel & Company was launched in 1958. The firm provides Accounting, and is small.
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UndisclosedUndisclosed2 - 9Engadine, Australia
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Lister Mason Accountants is an Accounting and Business Consulting company in Engadine, Australia. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9North Sydney, Australia
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LLK Accountants is an Accounting company. Based in North Sydney, Australia, their small team offers Accounting and Business Consulting. The company was launched in 1989.
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UndisclosedUndisclosed10 - 49Woree, Australia
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Bill Sexton Accountants is a small Woree, Australia-based Accounting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Tamworth, Australia
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Based in Tamworth, Australia, LOCKHART Business Advisors is a small Accounting company. The team focuses on Accounting.
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UndisclosedUndisclosed10 - 49Chinchilla, Australia
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In Chinchilla, Australia, EnVision Partners is an Accounting company. The team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Eight Mile Plains, Australia
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In Eight Mile Plains, Australia, JAG Partners is a small Accounting and Business Consulting company. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Sydney, Australia
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Logicca Chartered Accountants is an Accounting company launched in 2006. Their team specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Morayfield, Australia
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Headquartered in Morayfield, Australia, David Unwin CPA is a small Accounting company. The team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Berserker, Australia
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Launched in 1995, Griffin Hancock & Moffitt Accountants is an Accounting company. The small team provides Accounting.
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UndisclosedUndisclosed10 - 49Indianapolis, IN
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Launched in 2004, Thomas & Reed, LLC is an Accounting company. The team focuses on Accounting and is headquartered in Indianapolis, Indiana.
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UndisclosedUndisclosed10 - 49Plymouth, IN
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Small Accounting company Weidner and Company, P.C., is headquartered in Plymouth, Indiana. The team offers Accounting.
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UndisclosedUndisclosed10 - 49Indianapolis, IN
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Small Accounting company Peachin Schwartz & Weingardt P.C., is located in Indianapolis, Indiana. The team specializes in Accounting.
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UndisclosedUndisclosed2 - 9Coffs Harbour, Australia
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Lynda Soderlund Accountants, an Accounting company, was founded in 2007. Headquartered in Coffs Harbour, Australia, the team focuses on Accounting.
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UndisclosedUndisclosed10 - 49Logansport, IN
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Accounting company Zehner, Maloy & Associates, CPA's LLC is based in Logansport, Indiana. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Hillcrest, Australia
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Sytsma and Associates is an Accounting company. They are headquartered in Hillcrest, Australia and have small team. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Belmont, Australia
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Emerge Business Advisory is an Accounting and Business Consulting company launched in 1963. The firm specializes in Accounting and Business Consulting.
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UndisclosedUndisclosed50 - 249Indianapolis, IN
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VonLehman is an Accounting company. They are based in Indianapolis, Indiana and Cincinnati, Ohio and have midsize team. They specialize in Accounting.
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UndisclosedUndisclosed2 - 9Warana, Australia
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Save On Tax is a small Warana, Australia-based Accounting company. Their services include Accounting.
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UndisclosedUndisclosed10 - 49Chicago, IL
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Estep Burkey Simmons, LLC is an Accounting company. In Chicago, Illinois, their team provides Accounting.
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UndisclosedUndisclosed2 - 9Cooroy, Australia
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SPV Accounting is an Accounting company. Launched in 2014, the firm is headquartered in Cooroy, Australia. Their team provides Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Springwood, Australia
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Launched in 1985, Martin & Luscombe is an Accounting company. The team offers Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Bloomington, IN
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Accounting company Stampfli Associates, CPAs specializes in Accounting. They were launched in 1993.
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UndisclosedUndisclosed2 - 9Brisbane City, Australia
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Established in 1981, Charts Partners, a small Accounting and Business Consulting company, is located in Brisbane City, Australia. Their services include Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Campbell, CA
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Thielen & Associates, Inc. Is an Accounting company. Founded in 2005, their team provides Accounting and Business Consulting.
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UndisclosedUndisclosed10 - 49Huntington, IN
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Kline’s CPA Group, P.C., a small Accounting company, is headquartered in Huntington, Indiana. The team provides 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.