Top Financial Services Firms in Atlanta
-
Featured
What are Featured Providers?
$50,000+$200 - $300 / hr10 - 49Serves Atlanta, GAServices provided
See all 7 projectsCSTMR is a digital marketing agency that specializes in branding, web development, and digital marketing strategies, particularly within the fintech and financial services sectors. Across the reviews, 100% of clients praised their project management, noting timely and effective communication. Approximately 83% highlighted CSTMR's ability to deliver impressive results, such as tripled website traffic and enhanced brand positioning. The consistent theme in feedback emphasized their deep industry knowledge and commitment to client success.
$25,000+Undisclosed250 - 999Serves Atlanta, GAServices 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.
-
UndisclosedUndisclosed2 - 9Fayetteville, GA
Services provided
Cross Accounting is an Accounting company. The team provides Accounting and Business Consulting and is based in Fayetteville, Georgia.
Read more -
UndisclosedUndisclosed2 - 9Fayetteville, GA
Services provided
JJR & Associates LLC is an Accounting company founded in 2013. The team offers Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Fayetteville, GA
Services provided
Heritage Accounting & Tax Services, Inc. Is an Accounting company. Launched in 1997, the firm is in Fayetteville, Georgia. Their team offers Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Fayetteville, GA
Services provided
Bausch & Associates is a small Accounting company located in Fayetteville, Georgia. The team offers Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed10 - 49Morrow, GA
Services provided
Accounting company Fulton & Kozak, LLC is located in Morrow, Georgia. Launched in 1999, the team specializes in Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed10 - 49Peachtree City, GA
Services provided
Accounting company Brown Nelms provides Accounting. They are headquartered in Peachtree City, Georgia.
Read more -
UndisclosedUndisclosed2 - 9Fayetteville, GA
Services provided
A&R Accounting & Consulting Services is a small Fayetteville, Georgia-based Accounting company. Their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Fayetteville, GA
Services provided
Small Accounting company MCS Accounting & Bookkeeping LLC, is headquartered in Fayetteville, Georgia. Their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed10 - 49Forest Park, GA
Services provided
Summit CPA & Financial Services Inc is a small Accounting company based in Forest Park, Georgia. The team specializes in Accounting.
Read more -
UndisclosedUndisclosed2 - 9Forest Park, GA
Services provided
Small Accounting company Hartley Helms & Carver LLC, is located in Forest Park, Georgia. The team provides Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed10 - 49GILLEM ENCLAVE, GA
Services provided
Small Accounting company Whaley Hammonds Tomasello, P.C., is headquartered in McDonough, Georgia and GILLEM ENCLAVE, Georgia. Their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Gainesville, GA
Services provided
Kelly & Bell, LLP, an Accounting company, is located in Gainesville, Georgia. Established in 2009, the team provides Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Gainesville, GA
Services provided
Alexander, Almand & Bangs, LLP is a small Accounting company established in 1971. Their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed10 - 49Gainesville, GA
Services provided
Accounting company BatesCarter was launched in 1962. The team offers Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Gainesville, GA
Services provided
Walker, Pierce & Tuck CPA, P.C. Is a Gainesville, Georgia-based Accounting company. Their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Griffin, GA
Services provided
Located in Griffin, Georgia, VersaTax, Inc. Is a small Accounting company. The team offers Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Griffin, GA
Services provided
Small Accounting company Rooks, Waltz, Jackson and Esary, Inc., is headquartered in Griffin, Georgia. The team focuses on Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Griffin, GA
Services provided
Established in 2017, Dutton Cavanaugh, P.C is a small Griffin, Georgia-based Accounting company. Their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Alpharetta, GA
Services provided
Based in Alpharetta, Georgia, DaCosta's Accounting and Consulting, LLC is a small Accounting company. Their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Suwanee, GA
Services provided
Robert A McAlister, CPA, PC is a Suwanee, Georgia-based Accounting company. Their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Kennesaw, GA
Services provided
Established in 2015, Kennesaw CPA is an Accounting company. The firm specializes in Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Kennesaw, GA
Services provided
Located in Kennesaw, Georgia, Ratliff & Associates CPA's is a small Accounting company. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Marietta, GA
Services provided
Pankaj R. Kapadia, CPA, PC is a small Accounting company. Founded in 2002, the team provides Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Acworth, GA
Services provided
Kline Tax and Accounting Professionals is a small Acworth, Georgia-based Accounting company. The team specializes in Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Kennesaw, GA
Services provided
Springer & Company, CPAs, PC is a small Accounting company based in Kennesaw, Georgia. The team specializes in Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Kennesaw, GA
Services provided
J Lunsford, CPA is an Accounting company. They were launched in 2002 and specialize in Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Marietta, GA
Services provided
Levesque & Associates Inc. Is an Accounting company. Established in 2015, the team offers Accounting and Business Consulting. The agency is headquartered in Marietta, Georgia.
Read more -
UndisclosedUndisclosed2 - 9Kennesaw, GA
Services provided
CPA Consultants Group, LLC is an Accounting company. They are based in Kennesaw, Georgia and have small team. Their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed10 - 49LaGrange, GA
Services provided
Gay & Joseph, CPA, PC is an Accounting company. The LaGrange, Georgia-based firm focuses on Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed10 - 49LaGrange, GA
Services provided
J. K. Boatwright & Co., P. C is an Accounting company. Established in 1948, the firm is based in LaGrange, Georgia. Their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9LaGrange, GA
Services provided
Abbott and Associates, LLC, a small Accounting company, is in LaGrange, Georgia. The team specializes in Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed10 - 49Atlanta, GA
Services provided
Geeslin Group LLC is an Accounting company. They specialize in Accounting and Business Consulting and were founded in 2010.
Read more -
UndisclosedUndisclosed2 - 9LaGrange, GA
Services provided
PJ Financial Group LLC is an Accounting company. Launched in 1995, their team specializes in Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Lawrenceville, GA
Services provided
Accounting company MSM Advisors, LLC is located in Lawrenceville, Georgia. Founded in 1991, the team offers Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed10 - 49Loganville, GA
Services provided
Rector, Reeder & Lofton, P.C. Is a small Accounting company based in Loganville, Georgia. The team focuses on Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Suwanee, GA
Services provided
Small Accounting company Univision CPA, is located in Suwanee, Georgia. The team focuses on Accounting and Commercial Brokerage Services.
Read more -
UndisclosedUndisclosed2 - 9Winder, GA
Services provided
Joshua Wilson CPA is an Accounting company launched in 2011. The team provides Accounting and Business Consulting and is located in Winder, Georgia.
Read more -
UndisclosedUndisclosed10 - 49Lawrenceville, GA
Services provided
ATA LLC is an Accounting company. The team is located in Lawrenceville, Georgia, and their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Lilburn, GA
Services provided
Herald & Haines, LLC is a small Accounting company headquartered in Lilburn, Georgia. The team specializes in Accounting.
Read more -
UndisclosedUndisclosed2 - 9Norcross, GA
Services provided
Gonzalez & Company is an Accounting company. The small Norcross, Georgia-based team provides Accounting and Business Consulting. The agency was established in 2008.
Read more -
UndisclosedUndisclosed2 - 9Snellville, GA
Services provided
Sterling Porter CPA PC is an Accounting company based in Snellville, Georgia. The team focuses on Accounting.
Read more -
UndisclosedUndisclosed2 - 9Loganville, GA
Services provided
Headquartered in Loganville, Georgia, Accounting Consortium is a small Accounting company. Their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9McDonough, GA
Services provided
Based in McDonough, Georgia, Brittany L. Montrois, CPA, PC is an Accounting company. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Locust Grove, GA
Services provided
In Locust Grove, Georgia, Eagle Point Accounting & Tax is a small Accounting company. The team offers Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed10 - 49Jonesboro, GA
Services provided
Launched in 1987, Loggins Kern & McCombs CPAs is an Accounting company. The company specializes in Accounting.
Read more -
UndisclosedUndisclosed2 - 9McDonough, GA
Services provided
Bob Griffin CPA, a small Accounting company, is located in McDonough, Georgia. Their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Marietta, GA
Services provided
Located in Marietta, Georgia, Tax & Accounting Advisors is a small Accounting company. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Marietta, GA
Services provided
Leonard G. Nelms, CPA, P.C. Is an Accounting company. They are based in Marietta, Georgia and have small team. Their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Marietta, GA
Services provided
JoDee Bowen CPA, LLC is a small Marietta, Georgia-based Accounting company. The team specializes in Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Marietta, GA
Services provided
DEPco Accounting Services, Inc. Is a Marietta, Georgia-based Accounting company. Founded in 1996, the team offers Accounting and Business Consulting.
Read more
Share your project goals, and we’ll connect you with verified partners who fit your budget and timeline.
Get My Matches
Tell 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.
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
