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Home Financial Services United States Kansas Kansas City

Top Financial Services Firms in Kansas City

Ratings Updated: April 2, 2026
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0 Leaders 15 Contenders

170 Companies

Country: United States
State: Kansas
City: Kansas City

List of the Top Kansas City Financial Services Companies

  • Featured

    What are Featured Providers?

    CSTMR Logotype

    CSTMR

    4.9 7 reviews
    Premier Verified
    $50,000+
    $200 - $300 / hr
    10 - 49
    Serves Kansas City, KS

    Services provided

    20% Search Engine Optimization
    15% Pay Per Click
    15% Web Design +5 services
    10% Advertising
    10% Branding
    10% Content Marketing
    10% Digital Strategy
    10% Social Media Marketing

    CSTMR 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.

    See all 7 projects
    1 of 1 reviews is 5 stars
    Unknown avg. project cost

    Reviewed 1 time in the past 6 months

    Recent feedback for CSTMR highlights their expertise in fintech and marketing strategy, with clients noting significant improvements in website traffic and customer acquisition. One client praised their methodical project management and responsiveness, stating that their website traffic tripled within a year. The depth of knowledge in branding and design was particularly impressive, with no areas for improvement identified. Overall, sentiment is highly positive, emphasizing CSTMR's ability to deliver impactful results.
    Read 1 Recent Review

    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.

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    Select Industry to see insights

    Other Industry Other industries Financial services

    Average Project Cost Breakdown

    $50,000 to $199,999 (2) $10,000 to $49,000 (1) $200,000 to $999,999 (1)

    What Clients Have Said

    Clients generally find CSTMR's pricing to be reasonable relative to the high-quality results delivered. For instance, one client noted a $210,000 investment led to a tripling of demo requests and website traffic. Another client, spending $80,000, reported significant improvements in brand awareness and engagement. Overall, feedback reflects strong satisfaction with the value for money, emphasizing CSTMR's commitment to delivering impactful marketing strategies tailored to client needs.
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    More responsive than most other service providers

    CSTMR is very responsive

    They are a great candidate to start a conversation with. Send them a short message or project inquiry.
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    Talent Formula Logotype

    Talent Formula

    5.0 2 reviews
    Verified
    $25,000+
    Undisclosed
    250 - 999
    Serves Kansas City, KS

    Services provided

    35% Accounting
    35% Finance & Accounting Outsourcing (FAO)
    30% AI Agents

    Talent 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.

    See all 2 projects
    1 of 1 Accounting reviews are 5 stars
    1 new review for Accounting in past 6 months
    $200,000 – $999,999 avg. project cost

    Accounting 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 more
    Read 1 Review

    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.

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    Select Industry to see insights

    Hospitality & leisure

    Average Project Cost Breakdown

    What 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.
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  • Bukaty Companies Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    250 - 999
    Leawood, KS

    Services provided

    80% Accounting
    20% Business Consulting

    Bukaty Companies is an Accounting company. Launched in 1992, the agency is headquartered in Columbia, Missouri and Leawood, Kansas. Their services include Accounting and Business Consulting.

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    Leawood, KS

    4601 College Boulevard, Suite 100
    Leawood, KS 66211

    +1.913.345.0440

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  • Johnston, Martin & Montgomery LLP Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    2 - 9
    Kansas City, MO

    Services provided

    90% Accounting
    10% Business Consulting

    Johnston, Martin & Montgomery LLP is a small Kansas City, Missouri-based Accounting company. Their services include Accounting and Business Consulting.

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  • Clarus Group Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    50 - 249
    Overland Park, KS

    Services provided

    20% Accounting
    30% IT Strategy Consulting
    20% BI & Big Data Consulting & SI +2 services
    20% IT Staff Augmentation
    10% Mobile App Development

    Clarus Group is an IT strategy consulting company. They are headquartered in Overland Park, Kansas, and their services include IT strategy consulting and Accounting.

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  • Guardian Accounting Services Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    2 - 9
    Peculiar, MO

    Services provided

    50% Accounting
    20% Back Office Outsourcing
    20% Financial Consulting +1 service
    10% Business Consulting

    Guardian Accounting Services, an Accounting company, was launched in 2016. The company specializes in Accounting and Back Office Outsourcing, and is small.

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  • Loyd Legacy Development Services LLC Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    2 - 9
    Blue Springs, MO

    Services provided

    40% Accounting
    20% Branding
    20% Corporate Training & Coaching +2 services
    10% Business Consulting
    10% Financial Consulting

    Loyd Legacy Development Services LLC is a Blue Springs, Missouri-based Accounting company. They focus on Accounting and Branding.

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  • B2BC Mobile Tax & Solutions Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    2 - 9
    Raytown, MO

    Services provided

    100% Accounting

    B2BC Mobile Tax & Solutions is a Raytown, Missouri-based Accounting company. They offer Accounting.

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  • Medical Receivables Solutions Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    2 - 9
    Kansas City, MO

    Services provided

    50% Accounting
    25% Corporate Training & Coaching
    25% Staffing

    Medical Receivables Solutions is an Accounting company. Their small team is in Kansas City, Missouri. Their services include Accounting and Corporate Training & Coaching.

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  • Intellicents Logotype

    4.0 1 review
    Undisclosed
    Undisclosed
    50 - 249
    Overland Park, KS

    Services provided

    50% Business Consulting
    50% Financial Advising & Planning

    Intellicents specializes in 401k management, providing training on financial literacy, and suggesting strategies for encouraging retirement savings. Reviewers consistently highlight the company's effectiveness in boosting employee engagement in retirement plans and their strong communication skills. Positive reviews and budget-friendly pricing are recurring themes in the feedback.

    See all 1 projects

    Overland Park, KS

    7101 college boulevard, suite 620
    Overland Park, KS 66210

    151 - 200

    913.214.3700

    See All Locations (3)
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  • Edelman Financial Engines Logotype

    3.8 4 reviews
    Undisclosed
    Undisclosed
    250 - 999
    Overland Park, KS

    Services provided

    50% Financial Advising & Planning
    25% Commercial Financing
    15% Financial Consulting +1 service
    10% Business Consulting

    Edelman Financial Engines offers a range of services, including Financial Reporting, Tax Preparation, and CFO services. Reviews highlight their good value for cost, positive culture fit, and effective communication methods. The overall feedback from clients is positive, noting smooth operations and significant support in achieving financial goals.

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    Overland Park, KS

    10950 Grandview Dr
    Overland Park, KS 66210

    See All Locations (6)
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  • Travois Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    10 - 49
    Kansas City, MO

    Services provided

    50% Architectural Design
    50% Financial Advising & Planning

    In Kansas City, Missouri, Travois is a small Architectural Design and Financial Advising & Planning company. Their services include Architectural Design and Financial Advising & Planning.

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  • Ainsworth Accounting and Tax Firm Logotype

    5.0 1 review
    Undisclosed
    Undisclosed
    10 - 49
    Lenexa, KS

    Services provided

    80% Accounting
    10% Business Consulting
    10% Financial Consulting

    Ainsworth Accounting and Tax Firm specializes in tax preparation, exemplifying professionalism and efficiency in their services. Their reviews highlight successful tax preparation and assistance with understanding estimated quarterly payments, emphasizing good value and exceptional service. This suggests a reliable partnership for managing financial aspects, particularly for business owners facing complexities.

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  • EdgeHill Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    10 - 49
    Mission, KS

    Services provided

    50% Financial Advising & Planning
    25% Commercial Financing
    25% Funding & Investment

    EdgeHill is a small Mission, Kansas-based Financial Advising & Planning company. Their services include Financial Advising & Planning and Commercial Financing.

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  • Great Range Capital Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    10 - 49
    Mission, KS

    Services provided

    50% Financial Advising & Planning
    25% Commercial Financing
    25% Funding & Investment

    Great Range Capital is a Financial Advising & Planning company. The Mission, Kansas-based agency was founded in 2010. Their team focuses on Financial Advising & Planning and Commercial Financing.

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  • Mize CPAs Inc. Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    50 - 249
    Overland Park, KS

    Services provided

    50% Accounting
    50% Business Valuation Services

    Mize CPAs Inc. Is an Accounting and Business Valuation Services company launched in 1986. The agency focuses on Accounting and Business Valuation Services, and is midsize.

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    Overland Park, KS

    7101 College Boulevard, Suite 900
    Overland Park, KS 66210

    21 - 30

    +1.913.451.1882

    See All Locations (2)
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  • Perception Funding Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    2 - 9
    Belton, MO

    Services provided

    20% Accounting
    50% Financial Consulting
    20% Corporate Training & Coaching +1 service
    10% Content Writing Services

    Perception Funding is a Financial Consulting company. Founded in 2008, the agency is in Belton, Missouri. Their team offers Financial Consulting and Corporate Training & Coaching.

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  • Exclusive Tax & Financial Services, LLC Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    2 - 9
    Overland Park, KS

    Services provided

    40% Accounting
    30% Business Consulting
    10% E-Commerce Development +2 services
    10% Financial Advising & Planning
    10% Financial Consulting

    Accounting company Exclusive Tax & Financial Services, LLC is located in Overland Park, Kansas. Established in 2021, the team focuses on Accounting and Business Consulting.

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  • Endeavor Technology Consultants INC Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    2 - 9
    Louisburg, KS

    Services provided

    40% Accounting
    40% HR Consulting
    20% Business Consulting

    Founded in 2022, Endeavor Technology Consultants INC is a small Accounting company. Their services include Accounting and HR Consulting.

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  • BlockExcel Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    10 - 49
    Harrisonville, MO

    Services provided

    25% IT Strategy Consulting
    20% Application Testing
    20% Blockchain +2 services
    20% IoT Development
    15% Financial Advising & Planning

    BlockExcel, a small IT strategy consulting company, is headquartered in Harrisonville, Missouri and Chicago, Illinois. Their services include IT strategy consulting and IoT development.

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  • The Perspective Group Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    2 - 9
    Lawrence, KS

    Services provided

    20% Accounting
    20% Application Testing
    20% Business Valuation Services +2 services
    20% Financial Advising & Planning
    20% Financial Consulting

    The Perspective Group is an Application Testing company. The team focuses on Application Testing and Accounting and is headquartered in Lawrence, Kansas.

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  • Kansas Business Solutions Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    2 - 9
    Topeka, KS

    Services provided

    20% Accounting
    30% Search Engine Optimization
    20% Web Design +3 services
    10% Email Marketing
    10% Social Media Marketing
    10% Web Development

    Kansas Business Solutions is a SEO services firm. In Topeka, Kansas, the team provides Search Engine Optimization and Web Design.

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List of the Top Kansas City Financial Services Companies

  1. PYA Logotype

    PYA

    $5,000+
    Undisclosed
    250 - 999
    Overland Park, KS

    Ability to deliver

    11.4/40.0
    0/20 Reviews
    1.8/10 Clients & Experience
    9.6/10 Market Presence

    Service focus

    80% Accounting
    20% Other
    View Profile Visit Website
  2. BTS.TAX Logotype

    BTS.TAX

    $1,000+
    < $25 / hr
    2 - 9
    Kansas City, MO

    Ability to deliver

    6/40.0
    0/20 Reviews
    0/10 Clients & Experience
    6/10 Market Presence

    Service focus

    100% Accounting
    View Profile Visit Website
  3. FORVIS Logotype

    FORVIS

    Undisclosed
    Undisclosed
    1,000 - 9,999
    Kansas City, MO

    Ability to deliver

    5.8/40.0
    0/20 Reviews
    0/10 Clients & Experience
    5.8/10 Market Presence

    Service focus

    50% Accounting
    50% Other
    View Profile Visit Website
  4. Adams Brown Logotype

    Adams Brown

    $10,000+
    Undisclosed
    250 - 999
    Overland Park, KS

    Ability to deliver

    5.6/40.0
    0/20 Reviews
    0/10 Clients & Experience
    5.6/10 Market Presence

    Service focus

    25% Accounting
    25% Financial Advising & Planning
    50% Other
    View Profile Visit Website
  5. Fortiviti Logotype

    Fortiviti

    Undisclosed
    Undisclosed
    10 - 49
    Olathe, KS

    Ability to deliver

    6.5/40.0
    0/20 Reviews
    0/10 Clients & Experience
    6.5/10 Market Presence

    Service focus

    30% Accounting
    10% Financial Advising & Planning
    60% Other
    View Profile Visit Website
  6. Engage Advisors Logotype

    Engage Advisors

    Undisclosed
    Undisclosed
    50 - 249
    Overland Park, KS

    Ability to deliver

    5.3/40.0
    0/20 Reviews
    0/10 Clients & Experience
    5.3/10 Market Presence

    Service focus

    25% Accounting
    25% Financial Advising & Planning
    50% Other
    View Profile Visit Website
  7. Balance Quest Bookkeeping Logotype

    Balance Quest Bookkeeping

    Undisclosed
    $25 - $49 / hr
    Freelancer
    Independence, MO

    Ability to deliver

    4/40.0
    0/20 Reviews
    0/10 Clients & Experience
    4/10 Market Presence

    Service focus

    70% Accounting
    30% Other
    View Profile Visit Website
  8. Kansas Software Technology Logotype

    Kansas Software Technology

    $100,000+
    $25 - $49 / hr
    10 - 49
    Olathe, KS

    Ability to deliver

    4.6/40.0
    0/20 Reviews
    0/10 Clients & Experience
    4.6/10 Market Presence

    Service focus

    10% Accounting
    90% Other
    View Profile Visit Website
  9. Watchdog Advisory Logotype

    Watchdog Advisory

    $10,000+
    $100 - $149 / hr
    2 - 9
    Lee's Summit, MO

    Ability to deliver

    4.6/40.0
    0/20 Reviews
    0/10 Clients & Experience
    4.6/10 Market Presence

    Service focus

    10% Accounting
    90% Other
    View Profile Visit Website
  10. Compass Wealth Management Logotype

    Compass Wealth Management

    Undisclosed
    Undisclosed
    2 - 9
    Kansas City, MO

    Ability to deliver

    0/40.0
    0/20 Reviews
    0/10 Clients & Experience
    0/10 Market Presence

    Service focus

    70% Accounting
    30% Other
    View Profile Visit Website
  11. Novak Birks, P.C. Logotype

    Novak Birks, P.C.

    Undisclosed
    Undisclosed
    10 - 49
    Kansas City, MO

    Ability to deliver

    0/40.0
    0/20 Reviews
    0/10 Clients & Experience
    0/10 Market Presence

    Service focus

    100% Accounting
    View Profile Visit Website
  12. McBride, Lock & Associates, LLC Logotype

    McBride, Lock & Associates, LLC

    Undisclosed
    Undisclosed
    10 - 49
    Kansas City, MO

    Ability to deliver

    0/40.0
    0/20 Reviews
    0/10 Clients & Experience
    0/10 Market Presence

    Service focus

    80% Accounting
    20% Other
    View Profile Visit Website
  13. Cuneo, Lawson, Shay & Staley Logotype

    Cuneo, Lawson, Shay & Staley

    Undisclosed
    Undisclosed
    2 - 9
    Kansas City, MO

    Ability to deliver

    0/40.0
    0/20 Reviews
    0/10 Clients & Experience
    0/10 Market Presence

    Service focus

    80% Accounting
    20% Other
    View Profile Visit Website
  14. McRuer CPAs Logotype

    McRuer CPAs

    Undisclosed
    Undisclosed
    10 - 49
    Kansas City, MO

    Ability to deliver

    0/40.0
    0/20 Reviews
    0/10 Clients & Experience
    0/10 Market Presence

    Service focus

    80% Accounting
    20% Other
    View Profile Visit Website
  15. West Morris Welsh CPA's PC Logotype

    West Morris Welsh CPA's PC

    Undisclosed
    Undisclosed
    2 - 9
    Kansas City, MO

    Ability to deliver

    0/40.0
    0/20 Reviews
    0/10 Clients & Experience
    0/10 Market Presence

    Service focus

    100% Accounting
    View Profile Visit Website

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