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Top Financial Services Firms in Kentucky

Ratings Updated: April 5, 2026

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2 Leaders 15 Contenders

72 Companies

Country: United States

State: Kentucky

List of the Top Kentucky Financial Services Companies

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CSTMR

4.9 7 reviews
Premier Verified

$50,000+

$200 - $300 / hr

10 - 49

Serves Kentucky

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.

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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.
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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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View projects from:

Carrollton, Georgia (1) Livonia, Michigan (1) Minneapolis, Minnesota (1) Princeton, New Jersey (1) Albany, New York (1) Palo Alto, California (1)

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Talent Formula

5.0 2 reviews
Verified

$25,000+

Undisclosed

250 - 999

Serves Kentucky

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.

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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
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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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Hospitality & leisure

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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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Young & Wadlington PLLC

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Lexington, KY

Services provided

100% Accounting

Young & Wadlington PLLC, an Accounting company, is based in Lexington, Kentucky. The team provides Accounting.
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r + r CPAs, PSC

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Lexington, KY

Services provided

100% Accounting

R + r CPAs, PSC, an Accounting company, is based in Lexington, Kentucky. Established in 2019, the team focuses on Accounting.
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J. Scott Dick, CPA, PLLC

Not yet reviewed

Undisclosed

Undisclosed

Freelancer

Lexington, KY

Services provided

100% Accounting

Launched in 2010, J. Scott Dick, CPA, PLLC is a small Lexington, Kentucky-based Accounting company. Their team focuses on Accounting.
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Kring Ray Farley & Riddle, PSC

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Lexington, KY

Services provided

75% Accounting

25% Business Consulting

Accounting company Kring Ray Farley & Riddle, PSC is headquartered in Lexington, Kentucky. They focus on Accounting and Business Consulting and were established in 1973.
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Isannah H. Lee, CPA, PSC

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Lexington, KY

Services provided

80% Accounting

20% Business Consulting

Accounting company Isannah H. Lee, CPA, PSC was launched in 1992. The agency specializes in Accounting and Business Consulting.
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Price, Stagner & Co., PLLC

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Lexington, KY

Services provided

100% Accounting

Headquartered in Lexington, Kentucky, Price, Stagner & Co., PLLC is a small Accounting company. The team focuses on Accounting.
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Snider, Corales & Associates, PSC

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Lexington, KY

Services provided

80% Accounting

20% Business Consulting

Snider, Corales & Associates, PSC is an Accounting company located in Lexington, Kentucky. The team provides Accounting and Business Consulting.
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Addington & Mills, PSC

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Lexington, KY

Services provided

80% Accounting

20% Business Consulting

Addington & Mills, PSC, an Accounting company, is located in Lexington, Kentucky. Their services include Accounting and Business Consulting.
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The JCC Group

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Lexington, KY

Services provided

50% Accounting

20% IT Strategy Consulting

15% Business Consulting +1 service

15% Web Development

The JCC Group is an Accounting company established in 2008. Their team focuses on Accounting and IT strategy consulting.
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Atkins & Company, PLLC

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Lexington, KY

Services provided

80% Accounting

20% Business Consulting

Accounting company Atkins & Company, PLLC was launched in 2009. The firm provides Accounting and Business Consulting.
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Irma Miller MBA CPA

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Lexington, KY

Services provided

100% Accounting

Accounting company Irma Miller MBA CPA is based in Lexington, Kentucky. The team offers Accounting.
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James R. Whitten, CPA, PLLC

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Lexington, KY

Services provided

100% Accounting

Accounting company James R. Whitten, CPA, PLLC is headquartered in Lexington, Kentucky. Their services include Accounting.
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Holcomb & Associates, PSC

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Lexington, KY

Services provided

100% Accounting

Founded in 2004, Holcomb & Associates, PSC, a small Accounting company, is located in Lexington, Kentucky. Their team focuses on Accounting.
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WR Ramsey & Associates Inc.

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Lexington, KY

Services provided

100% Accounting

Launched in 1990, WR Ramsey & Associates Inc. Is a small Accounting company headquartered in Lexington, Kentucky. Their team provides Accounting.
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Plumstead PC

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Frankfort, KY

Services provided

100% Accounting

Headquartered in Frankfort, Kentucky, Plumstead PC is an Accounting company. Launched in 2004, the team specializes in Accounting.
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Fyffe Jones Group

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

Ashland, KY

Services provided

80% Accounting

20% Business Consulting

Accounting company Fyffe Jones Group is headquartered in Ashland, Kentucky and Huntington, West Virginia. Launched in 1984, the team specializes in Accounting and Business Consulting.
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SL Consulting Solutions, LLC

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Louisville, KY

Services provided

50% Accounting

25% IT Managed Services

13% HR Consulting +1 service

12% Recruiting

SL Consulting Solutions, LLC is an Accounting company. Located in Louisville, Kentucky, the company specializes in Accounting and IT managed services.
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Ollie Green & Company, Certified Public Accountants and Management Consultants

Not yet reviewed

Undisclosed

Undisclosed

2 - 9

Louisville, KY

Services provided

50% Accounting

25% Business Consulting

25% Finance & Accounting Outsourcing (FAO)

Ollie Green & Company, Certified Public Accountants and Management Consultants is an Accounting company founded in 1981. The agency specializes in Accounting and Business Consulting, and is small.
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Riney Hancock CPAs PSC

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

Owensboro, KY

Services provided

35% Accounting

35% Financial Advising & Planning

30% Business Valuation Services

Riney Hancock CPAs PSC is an Accounting company. Established in 1973, their team specializes in Accounting and Financial Advising & Planning.
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Rudler, PSC

Not yet reviewed

Undisclosed

Undisclosed

50 - 249

Fort Wright, KY

Services provided

75% Accounting

25% Business Valuation Services

Rudler, PSC is an Accounting company. They specialize in Accounting and Business Valuation Services and were founded in 1969. The company is located in Fort Wright, Kentucky and Fort Thomas,
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Strategic Wealth Designers

Not yet reviewed

Undisclosed

Undisclosed

50 - 249

Louisville, KY

Services provided

10% Accounting

40% Financial Advising & Planning

20% Financial Consulting +2 services

20% Insurance Services & Brokers

10% Business Consulting

Strategic Wealth Designers is a Financial Advising & Planning company. They specialize in Financial Advising & Planning and Insurance Services & Brokers and are located in Louisville, Kentucky.
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Chamberlin Owen & Co., CPAs

Not yet reviewed

Undisclosed

Undisclosed

10 - 49

Erlanger, KY

Services provided

60% Accounting

40% Business Consulting

Accounting company Chamberlin Owen & Co., CPAs focuses on Accounting and Business Consulting. They were founded in 2000.
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Focus

Proven

Market Leaders

Emerging

Niche

Clutch Leaders Matrix

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1 ADP

2 HORAN

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.

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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 2 Kentucky Financial Services Companies

ADP

Undisclosed

Undisclosed

2 - 9

Louisville, KY

Ability to deliver

17.4/40.0

11.4/20 Reviews

0/10 Clients & Experience

6/10 Market Presence

Service focus

75% Accounting

25% Other

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HORAN

Undisclosed

Undisclosed

50 - 249

Fort Mitchell, KY

Ability to deliver

10.1/40.0

0/20 Reviews

2.1/10 Clients & Experience

8/10 Market Presence

Service focus

35% Financial Advising & Planning

35% Insurance Services & Brokers

30% Other

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Dean Dorton

$1,000+

$25 - $49 / hr

250 - 999

Louisville, KY

Ability to deliver

5.7/40.0

0/20 Reviews

0/10 Clients & Experience

5.7/10 Market Presence

Service focus

70% Accounting

30% Other

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Hyland Insurance

Undisclosed

Undisclosed

10 - 49

Louisville, KY

Ability to deliver

5.6/40.0

0/20 Reviews

0/10 Clients & Experience

5.6/10 Market Presence

Service focus

100% Insurance Services & Brokers

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Woodford Financial PLLC

$1,000+

$200 - $300 / hr

2 - 9

Versailles, KY

Ability to deliver

4.9/40.0

0/20 Reviews

0/10 Clients & Experience

4.9/10 Market Presence

Service focus

20% Accounting

20% Financial Advising & Planning

60% Other

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Ian Phillips - State Farm Insurance Agent

$1,000+

< $25 / hr

2 - 9

Ashland, KY

Ability to deliver

4.6/40.0

0/20 Reviews

0/10 Clients & Experience

4.6/10 Market Presence

Service focus

100% Insurance Services & Brokers

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Travis Peters - State Farm Insurance Agent

Undisclosed

Undisclosed

2 - 9

La Grange, KY

Ability to deliver

4.6/40.0

0/20 Reviews

0/10 Clients & Experience

4.6/10 Market Presence

Service focus

100% Insurance Services & Brokers

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USMedBill

Undisclosed

Undisclosed

50 - 249

Richmond, KY

Ability to deliver

4.6/40.0

0/20 Reviews

0/10 Clients & Experience

4.6/10 Market Presence

Service focus

20% Accounting

80% Other

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Gorman Hardin CPA & Consulting

Undisclosed

$100 - $149 / hr

2 - 9

Louisville, KY

Ability to deliver

4/40.0

0/20 Reviews

0/10 Clients & Experience

4/10 Market Presence

Service focus

50% Accounting

10% Financial Advising & Planning

40% Other

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Cost Segregation Savings

$1,000+

Undisclosed

10 - 49

Lexington, KY

Ability to deliver

4/40.0

0/20 Reviews

0/10 Clients & Experience

4/10 Market Presence

Service focus

50% Accounting

50% Other

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Dark Horse CPAs

$1,000+

$300+ / hr

50 - 249

Louisville, KY

Ability to deliver

8.7/40.0

0/20 Reviews

3.7/10 Clients & Experience

5/10 Market Presence

Service focus

50% Accounting

10% Financial Advising & Planning

40% Other

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TechAccountingPro

$5,000+

$200 - $300 / hr

Freelancer

Louisville, KY

Ability to deliver

4.6/40.0

0/20 Reviews

0/10 Clients & Experience

4.6/10 Market Presence

Service focus

50% Accounting

50% Other

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FORVIS

Undisclosed

Undisclosed

1,000 - 9,999

Bowling Green, KY

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

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Bennett & Company, CPAs

Undisclosed

Undisclosed

2 - 9

Louisville, KY

Ability to deliver

0/40.0

0/20 Reviews

0/10 Clients & Experience

0/10 Market Presence

Service focus

70% Accounting

30% Other

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Monroe Shine & Co., Inc.

Undisclosed

Undisclosed

50 - 249

Louisville, KY

Ability to deliver

0/40.0

0/20 Reviews

0/10 Clients & Experience

0/10 Market Presence

Service focus

75% Accounting

25% Other

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Amick & Company

Undisclosed

Undisclosed

2 - 9

Louisville, KY

Ability to deliver

0/40.0

0/20 Reviews

0/10 Clients & Experience

0/10 Market Presence

Service focus

80% Accounting

20% Other

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DMLO CPAs

Undisclosed

Undisclosed

50 - 249

Louisville, KY

Ability to deliver

0/40.0

0/20 Reviews

0/10 Clients & Experience

0/10 Market Presence

Service focus

70% Accounting

30% Other

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