Top Financial Services Firms in Atlanta
723 Companies
List of the Top Atlanta Financial Services Companies
Sponsored
-
Featured
What are Featured Providers?
$50,000+$200 - $300 / hr10 - 49Serves Atlanta, GAServices provided
20% Search Engine Optimization15% Pay Per Click15% Web Design +5 services10% Advertising10% Branding10% Content Marketing10% Digital Strategy10% Social Media MarketingSee 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.
Industry Experience
CSTMR has demonstrated significant expertise in the financial services and other industries, with a strong emphasis on branding, content marketing, and digital strategy. Clients in financial services praised their ability to enhance brand awareness and drive measurable traffic increases, while those in other sectors noted their responsive project management and creative solutions. Overall sentiment reflects a high level of satisfaction, particularly regarding CSTMR's understanding of complex market needs and their commitment to client goals, making them an excellent partner in financial services.
Read All ReviewsSelect Industry to see insights
Other Industry Other industries Financial servicesWas this helpful?
More responsive than most other service providers
Get in TouchCSTMR is very responsive
They are a great candidate to start a conversation with. Send them a short message or project inquiry.Was this helpful?
View projects from:
Was this helpful?
$25,000+Undisclosed250 - 999Serves Atlanta, GAServices provided
35% Accounting35% Finance & Accounting Outsourcing (FAO)30% AI AgentsSee 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.
1 of 1 Accounting reviews are 5 stars1 new review for Accounting in past 6 months$200,000 – $999,999 avg. project costRead 1 ReviewAccounting PROJECT HIGHLIGHT
Recruitment & Mgmt Support for Technology & Accounting Firm
5.0 — Talent Formula provides recruitment and management support for a technology and accounting firm. They find qualified candidates with different levels of seniority to support the client's growing Read moreWas this helpful?
Industry Experience
Talent Formula has received positive feedback primarily within the Hospitality & Leisure industry, notably praised for their recruitment expertise and cultural alignment with clients like Quantaco. Their ability to adapt to changing requirements and deliver qualified candidates efficiently has been highlighted as a key strength. Overall, their impact is significant in enhancing team growth and performance, making them a strong fit for companies seeking tailored talent solutions in the hospitality sector.
Read All ReviewsSelect Industry to see insights
Hospitality & leisureWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Clients have expressed strong satisfaction with Talent Formula's overall cost and value for money. One client noted that the company’s unique talent retention model and efficient recruitment process significantly contributed to their business growth, stating they doubled their growth year on year. The partnership has been long-standing since 2014, highlighting the perceived value in their investment. Overall, clients appreciate the alignment of Talent Formula's services with their specific needs, indicating a favorable cost-to-value relationship.Was this helpful?
-
UndisclosedUndisclosed2 - 9Cedartown, GA
Services provided
100% AccountingRead, Martin & Slickman, CPAs, LLP is an Accounting company. Founded in 1952, the team offers Accounting.
Read moreSee All Locations (2)Cedartown, GA
405 N. Main Street
Cedartown, GA 30125+1.770.748.0910
Was this helpful?
-
UndisclosedUndisclosed2 - 9Rome, GA
Services provided
85% Accounting15% Business ConsultingSmall Accounting company Owens & Owens, is headquartered in Rome, Georgia. The team focuses on Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Roswell, GA
Services provided
80% Accounting20% Business ConsultingFerraro Tax & Accounting CPA, LLC is an Accounting company. The Roswell, Georgia-based agency was founded in 2012. Their team offers Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Clarkston, GA
Services provided
80% Accounting20% Business ConsultingLuce + Associates is a small Accounting company located in Clarkston, Georgia. Their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Tucker, GA
Services provided
80% Accounting20% Business ConsultingHeadquartered in Tucker, Georgia, Robertson Financial Group is a small Accounting company. Their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Snellville, GA
Services provided
100% AccountingThomas W Maxwell, CPA, an Accounting company, was founded in 2017. Located in Snellville, Georgia, the team focuses on Accounting.
Read more -
UndisclosedUndisclosed2 - 9Stockbridge, GA
Services provided
80% Accounting20% Business ConsultingCore Accounting Services, a small Accounting company, is headquartered in Stockbridge, Georgia. The team offers Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed10 - 49Stockbridge, GA
Services provided
100% AccountingHeadquartered in Stockbridge, Georgia and Stockbridge, Georgia, SpringWell Financial is a small Accounting company. Their services include Accounting.
Read moreStockbridge, GA
950 Eagles Landing Parkway Suite 201
Stockbridge, GA 30281+1.770.507.2150
See All Locations (3)Stockbridge, GA
159 Burke Street Suite 209
Stockbridge, GA 30281+1.770.507.2150
Was this helpful?
-
UndisclosedUndisclosed2 - 9Conyers, GA
Services provided
100% AccountingEstablished in 2007, Sharon Ragin CPA, LLC is an Accounting company. Their team provides Accounting.
Read more -
UndisclosedUndisclosed2 - 9Stockbridge, GA
Services provided
100% AccountingHarvest Time Tax + Financial Services, an Accounting company, was established in 2014. The agency provides Accounting.
Read more -
UndisclosedUndisclosed2 - 9Stockbridge, GA
Services provided
100% AccountingAccounting company AIM Financial Solutions was founded in 2016. The agency specializes in Accounting, and is small.
Read more -
UndisclosedUndisclosed2 - 9Suwanee, GA
Services provided
100% AccountingSmall Accounting company Long & Company, P.C., is based in Suwanee, Georgia. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Suwanee, GA
Services provided
100% AccountingFerara & Schneider LLC is a small Accounting company in Suwanee, Georgia. The team specializes in Accounting.
Read more -
UndisclosedUndisclosed2 - 9Suwanee, GA
Services provided
100% AccountingWorth & Associates CPAs, P.C. Is an Accounting company. Their small team is headquartered in Suwanee, Georgia. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Villa Rica, GA
Services provided
100% AccountingSmall Accounting company Your Taxes Made Simple, Inc, is located in Villa Rica, Georgia. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Villa Rica, GA
Services provided
100% AccountingJames Oakes, CPA is a small Accounting company launched in 1984. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Watkinsville, GA
Services provided
100% AccountingK SHEA CPA, LLC is an Accounting company. Established in 2009, the team offers Accounting. The company is headquartered in Watkinsville, Georgia.
Read more -
UndisclosedUndisclosed10 - 49Atlanta, GA
Services provided
100% AccountingAccounting Professional Network (APN Group) is an Atlanta, Georgia-based Accounting company. The team provides Accounting.
Read more -
UndisclosedUndisclosed10 - 49Duluth, GA
Services provided
30% Accounting35% Recruiting35% StaffingSynergy America, Inc. Is a Staffing company. The Duluth, Georgia-based company was founded in 1993. Their team focuses on Staffing and Recruiting.
Read more -
UndisclosedUndisclosed2 - 9Atlanta, GA
Services provided
50% Accounting25% Business Consulting25% HR ConsultingEstablished in 2014, HR Starters is a small Accounting company. Their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Alpharetta, GA
Services provided
65% Accounting35% Business ConsultingERIC ORUBELE, CPA PC is an Accounting company. The Alpharetta, Georgia-based team focuses on Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Alpharetta, GA
Services provided
40% Accounting40% Business Consulting20% Finance & Accounting Outsourcing (FAO)RiverStone Associates, LLC. Is an Accounting company founded in 2007. Their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed50 - 249Atlanta, GA
Services provided
50% Accounting40% Business Consulting10% RecruitingHenderson Group Unlimited, Inc is an Accounting company. They are based in Atlanta, Georgia, and their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Atlanta, GA
Services provided
45% Accounting25% Business Consulting20% Commercial Brokerage Services +1 service10% IT Strategy ConsultingMTG Consultants, Inc. Is a small Atlanta, Georgia-based Accounting company. The team provides Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed10 - 49Mableton, GA
Services provided
60% Accounting40% Business ConsultingLocated in Mableton, Georgia, Parker Meridian is an Accounting company. They provide Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Ellenwood, GA
Services provided
50% Accounting30% Business Consulting20% Corporate Training & CoachingHarris Group Services, Inc. Is an Accounting company. They were founded in 1998, and their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Alpharetta, GA
Services provided
50% Accounting50% Business ConsultingERIC ORUBELE, CPA PC is a small Accounting and Business Consulting company headquartered in Alpharetta, Georgia. Their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Atlanta, GA
Services provided
30% Accounting50% Business Consulting20% Corporate Training & CoachingLaunched in 2010, The Childers Group LLC is a Business Consulting company. Based in Atlanta, Georgia, the team offers Business Consulting and Accounting.
Read more -
UndisclosedUndisclosed2 - 9Decatur, GA
Services provided
75% Accounting25% Finance & Accounting Outsourcing (FAO)My Virtual CFO - ATL LLC is an Accounting company. Launched in 2019, the firm offers Accounting and Finance & Accounting Outsourcing (FAO).
Read more -
UndisclosedUndisclosed2 - 9Atlanta, GA
Services provided
40% Accounting40% Business Consulting20% Back Office OutsourcingLaunched in 2008, SWF Consulting, Inc. Is an Accounting company. Their team provides Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Atlanta, GA
Services provided
75% Accounting25% Business ConsultingPreston CPA P.C. Is an Accounting company founded in 2005. The team specializes in Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed50 - 249Atlanta, GA
Services provided
60% Accounting40% Commercial Brokerage ServicesLeaseQuery is an Atlanta, Georgia-based Accounting company. Established in 2011, the team provides Accounting and Commercial Brokerage Services.
Read more -
UndisclosedUndisclosed2 - 9Atlanta, GA
Services provided
50% Commercial Financing50% Financial Advising & PlanningInteggra Valuation & Advisory Services is a Commercial Financing and Financial Advising & Planning company. Their team specializes in Commercial Financing.
Read more -
UndisclosedUndisclosed2 - 9Atlanta, GA
Services provided
50% Business Consulting50% Financial Advising & PlanningZTR Enterprises, a small Business Consulting and Financial Advising & Planning company, is in Atlanta, Georgia. The team offers Business Consulting and Financial Advising & Planning.
Read more -
UndisclosedUndisclosed2 - 9Alpharetta, GA
Services provided
30% Accounting30% Business Consulting20% Financial Advising & Planning +2 services10% Recruiting10% StaffingAccounting InfoTech is a small Alpharetta, Georgia-based Business Consulting company. Their services include Business Consulting and Accounting.
Read more -
UndisclosedUndisclosed2 - 9Lawrenceville, GA
Services provided
100% AccountingS & R Business Solutions LLC is an Accounting company. They are headquartered in Lawrenceville, Georgia and have small team. Their team offers Accounting.
Read more -
UndisclosedUndisclosed2 - 9Atlanta, GA
Services provided
60% Accounting40% Business ConsultingThe Delerme Group, LLC. Is an Accounting company. The agency is based in Atlanta, Georgia. Their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Atlanta, GA
Services provided
20% Accounting20% Freight forwarding20% IT Managed Services +3 services20% Warehousing & Distribution10% Recruiting10% StaffingWeber Solutions LLC is an IT managed services company. They focus on IT managed services and Freight forwarding and were launched in 2010.
Read moreSee All Locations (3)Atlanta, GA
3355 Lenox Road NE Suite 750
Atlanta, GA 30326301.313.9030
Was this helpful?
-
UndisclosedUndisclosed2 - 9Atlanta, GA
Services provided
25% Accounting25% Commercial Property Management25% Cybersecurity +1 service25% HR ConsultingRegionwide Management Group is a Cybersecurity company launched in 2005. Their services include Cybersecurity and Commercial Property Management.
Read more -
UndisclosedUndisclosed10 - 49Austell, GA
Services provided
80% Accounting10% Business Consulting10% Commercial FinancingAccounting company Edwards Administrative and Bookkeeping Services, LLC is headquartered in Austell, Georgia. The team provides Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Loganville, GA
Services provided
100% AccountingPosted LLC is an Accounting company. Established in 2017, the agency is located in Loganville, Georgia. Their team provides Accounting.
Read more -
UndisclosedUndisclosed50 - 249Lawrenceville, GA
Services provided
100% AccountingMidsize Accounting company Carter Consulting Inc., is based in Lawrenceville, Georgia. The team focuses on Accounting.
Read more -
UndisclosedUndisclosed2 - 9Powder Springs, GA
Services provided
70% Accounting30% Finance & Accounting Outsourcing (FAO)Located in Powder Springs, Georgia, WEEKS FINANCIAL CONSULTING, LLC is a small Accounting company. Their services include Accounting and Finance & Accounting Outsourcing (FAO).
Read more -
UndisclosedUndisclosed2 - 9Ellenwood, GA
Services provided
100% AccountingA. Woods, LLC is an Accounting company. Their small team is headquartered in Ellenwood, Georgia. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Atlanta, GA
Services provided
20% Accounting20% Cloud Consulting & SI20% Mobile App Development +2 services20% UX/UI Design20% Web DevelopmentGunter Consulting, Inc is an user experience design agency. Their team is headquartered in Atlanta, Georgia and provides UX/UI Design and cloud consulting & SI.
Read more -
UndisclosedUndisclosed2 - 9Lawrenceville, GA
Services provided
70% Accounting10% Business Consulting10% Corporate Training & Coaching +1 service10% Financial ConsultingPeavy and Associates' Support Services, Inc. Is a small Accounting company based in Lawrenceville, Georgia. Their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Douglasville, GA
Services provided
20% Accounting20% Business Consulting20% Custom Software Development +2 services20% Search Engine Optimization20% Social Media MarketingBusiness Central Services LLC is a social media marketing agency located in Douglasville, Georgia. They focus on Social Media Marketing and Search Engine Optimization.
Read more -
UndisclosedUndisclosed2 - 9Atlanta, GA
Services provided
35% Accounting35% Business Consulting10% HR Consulting +2 services10% Recruiting10% StaffingCJN CONSULTING, INC. Is an Atlanta, Georgia-based Business Consulting company. They provide Business Consulting and Accounting.
Read more -
UndisclosedUndisclosed10 - 49Atlanta, GA
Services provided
100% AccountingBliss & Associates Professional Services LLC, a small Accounting company, is based in Atlanta, Georgia. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9McDonough, GA
Services provided
50% Accounting50% Business ConsultingTaxbattle.com is a Business Consulting and Accounting company. They provide Business Consulting and Accounting and were founded in 2006. The agency is based in McDonough, Georgia.
Read more
Share your project goals, and we’ll connect you with verified partners who fit your budget and timeline.
Get My MatchesTell us what you need — we’ll match you with top agencies in minutes.
Get My MatchesWhy Trust Clutch
At Clutch, we believe trust is the foundation of every business relationship. Our mission is to help buyers make confident, data-backed decisions informed by real client experiences.
Every review on Clutch undergoes a rigorous, human-led verification process to make sure it’s valid. Our team of specialists confirms the identity of each reviewer, ensures the project is legitimate, and only publishes reviews that meet our strict criteria.
Verification doesn’t stop at the point of publication. Our Trust & Safety team routinely audits older reviews against our guidelines. When reviews fall short of our standards, we remove them.
We evaluate service providers using a structured methodology that combines:
- In-depth client interviews and ratings
- Comprehensive project details
- Market presence
- Portfolio examples and industry recognition
This data powers tools like the Leaders Matrix, which helps you compare agencies directly. Our research team curates rankings by weighing verified reviews most heavily, so the most trusted and experienced providers rise to the top.
Using this unique combination of verified client feedback and provider-supplied insights, Clutch distills the most important details into clear, digestible summaries so you have everything you need to make confident, informed decisions quickly.
We take fraud seriously. Providers who violate our guidelines may face lower rankings, restricted visibility, or removal from the platform altogether.
Clutch’s commitment to transparency is ongoing. We’re constantly refining our systems to protect the integrity of reviews and support you in finding the right agency.
Rollover to see company insights or click a company below for more details.
A Clutch Leaders Matrix provides a broad view of the top-performing companies in a particular service or location. Each company featured in a Leaders Matrix is evaluated based on Focus and Ability to Deliver. The size of each circle indicates that company’s size.
By using verified reviews, focused service details, and real project data, the Leaders Matrix highlights companies that consistently deliver and stand out from the rest. Each company’s position is based on how well they focus on a service area and how consistently they deliver results, helping you make informed, confident decisions. Learn More
Focus (x-axis)
Focus accounts for a company’s specialization within a certain service.
Ability to Deliver (y-axis)
Ability to Deliver considers three criteria:
- Client feedback and reviews
- Work experience and previous projects
- Market presence and reputation in the industry
List of the Top 6 Atlanta Financial Services Companies
-
UndisclosedUndisclosed50 - 249Atlanta, GA
Ability to deliver
36.4/40.017/20 Reviews9.6/10 Clients & Experience9.8/10 Market PresenceService focus
30% Accounting70% Other -
$1,000+$50 - $99 / hr2 - 9Atlanta, GA
Ability to deliver
24.2/40.016.2/20 Reviews1.8/10 Clients & Experience6.2/10 Market PresenceService focus
100% Accounting -
$1,000+$25 - $49 / hr2 - 9Atlanta, GA
Ability to deliver
24/40.016.2/20 Reviews1.7/10 Clients & Experience6.1/10 Market PresenceService focus
50% Accounting50% Financial Advising & Planning -
UndisclosedUndisclosed50 - 249Atlanta, GA
Ability to deliver
22.7/40.017.2/20 Reviews0/10 Clients & Experience5.5/10 Market PresenceService focus
20% Accounting20% Financial Advising & Planning60% Other -
$1,000+< $25 / hr1,000 - 9,999Atlanta, GA
Ability to deliver
20/40.014/20 Reviews0/10 Clients & Experience6/10 Market PresenceService focus
10% Accounting90% Other -
UndisclosedUndisclosed1,000 - 9,999Marietta, GA
Ability to deliver
19.4/40.013.2/20 Reviews0.7/10 Clients & Experience5.5/10 Market PresenceService focus
55% Accounting45% Other -
$5,000+Undisclosed250 - 999Atlanta, GA
Ability to deliver
11.4/40.00/20 Reviews1.8/10 Clients & Experience9.6/10 Market PresenceService focus
80% Accounting20% Other -
$1,000+$100 - $149 / hr10 - 49Atlanta, GA
Ability to deliver
8.4/40.00/20 Reviews2.1/10 Clients & Experience6.3/10 Market PresenceService focus
80% Accounting20% Financial Advising & Planning -
Undisclosed$200 - $300 / hr10 - 49Atlanta, GA
Ability to deliver
7.9/40.00/20 Reviews0.7/10 Clients & Experience7.2/10 Market PresenceService focus
50% Accounting50% Other -
UndisclosedUndisclosed50 - 249Atlanta, GA
Ability to deliver
7.8/40.00/20 Reviews0.6/10 Clients & Experience7.2/10 Market PresenceService focus
45% Accounting20% Financial Advising & Planning35% Other -
$1,000+Undisclosed10 - 49Atlanta, GA
Ability to deliver
6.7/40.00/20 Reviews0/10 Clients & Experience6.7/10 Market PresenceService focus
100% Financial Advising & Planning -
$1,000+$25 - $49 / hr10 - 49Sandy Springs, GA
Ability to deliver
6.4/40.00/20 Reviews0.7/10 Clients & Experience5.7/10 Market PresenceService focus
40% Accounting60% Other -
$1,000+$25 - $49 / hr10,000+Atlanta, GA
Ability to deliver
5.9/40.00/20 Reviews0/10 Clients & Experience5.9/10 Market PresenceService focus
10% Accounting90% Other -
UndisclosedUndisclosed1,000 - 9,999Atlanta, GA
Ability to deliver
5.8/40.00/20 Reviews0/10 Clients & Experience5.8/10 Market PresenceService focus
50% Accounting50% Other -
UndisclosedUndisclosed50 - 249Atlanta, GA
Ability to deliver
5.7/40.00/20 Reviews0/10 Clients & Experience5.7/10 Market PresenceService focus
40% Accounting60% Other -
UndisclosedUndisclosed10 - 49Atlanta, GA
Ability to deliver
5.6/40.00/20 Reviews0/10 Clients & Experience5.6/10 Market PresenceService focus
80% Accounting20% Other -
$5,000+$100 - $149 / hr10 - 49Atlanta, GA
Ability to deliver
5.5/40.00/20 Reviews0/10 Clients & Experience5.5/10 Market PresenceService focus
20% Accounting80% Other -
$5,000+$100 - $149 / hr50 - 249Atlanta, GA
Ability to deliver
5.5/40.00/20 Reviews0/10 Clients & Experience5.5/10 Market PresenceService focus
100% Accounting -
UndisclosedUndisclosed2 - 9Chamblee, GA
Ability to deliver
5.4/40.00/20 Reviews0/10 Clients & Experience5.4/10 Market PresenceService focus
10% Accounting15% Financial Advising & Planning5% Insurance Services & Brokers70% Other -
UndisclosedUndisclosed50 - 249Atlanta, GA
Ability to deliver
5.3/40.00/20 Reviews0/10 Clients & Experience5.3/10 Market PresenceService focus
80% Insurance Services & Brokers20% Other -
UndisclosedUndisclosed50 - 249Atlanta, GA
Ability to deliver
5.2/40.00/20 Reviews0/10 Clients & Experience5.2/10 Market PresenceService focus
55% Accounting45% Other
Get personalized agency matches based on your project goals.