Top Financial Services Firms in Utah
201 Companies
List of the Top Utah Financial Services Companies
Sponsored
-
Featured
What are Featured Providers?
$50,000+$200 - $300 / hr10 - 49Serves UtahServices 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 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 UtahServices 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.
-
UndisclosedUndisclosed10 - 49Salt Lake City, UT
Services provided
30% Accounting40% Business Consulting30% IT Managed ServicesKarren, Hendrix, Stagg, Allen & Company is a Business Consulting company. The agency is located in Salt Lake City, Utah. Their services include Business Consulting and Accounting.
Read more -
UndisclosedUndisclosed10 - 49Bountiful, UT
Services provided
50% Accounting50% Business ConsultingBangerter, Lund & Associates is a small Accounting and Business Consulting company located in Bountiful, Utah. Their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Park City, UT
Services provided
75% Accounting25% Business ConsultingNiederhauser & Davis, LLC is an Accounting company based in Park City, Utah. The team offers Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Salt Lake City, UT
Services provided
50% Accounting50% Business ConsultingJDS Financial Management is an Accounting and Business Consulting company. Their small team is based in Salt Lake City, Utah. Their team offers Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9St. George, UT
Services provided
50% Accounting50% Business ConsultingKinexus is an Accounting and Business Consulting company. Founded in 1999, the team offers Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Orem, UT
Services provided
75% Accounting25% Business ConsultingThe Jones CPA Group is an Accounting company. Headquartered in Orem, Utah, the company was founded in 2014. Their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Bountiful, UT
Services provided
60% Accounting40% Business ConsultingThe Mumford Group is an Accounting company headquartered in Bountiful, Utah. They specialize in Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed10 - 49Cedar City, UT
Services provided
50% Accounting50% Business ConsultingKOHLER & EYRE is an Accounting and Business Consulting company. Their small team is in Cedar City, Utah. Their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Payson, UT
Services provided
75% Accounting25% Business ConsultingAdam Up Accounting is an Accounting company. Based in Payson, Utah, the firm specializes in Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Draper, UT
Services provided
65% Accounting35% Business ConsultingSouth Valley Tax Team is an Accounting company. They are in Draper, Utah and have small team. Their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Salt Lake City, UT
Services provided
50% Accounting50% Business ConsultingKnighton, Erb & Company, LLC is a small Accounting and Business Consulting company. Founded in 2012, the team provides Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Woods Cross, UT
Services provided
50% Accounting50% Business ConsultingSmall Accounting and Business Consulting company Shaw & Co., is in Woods Cross, Utah. The team focuses on Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Kanab, UT
Services provided
50% Accounting50% Business ConsultingPrecise Tax & Accounting is an Accounting and Business Consulting company. Their small team is in Kanab, Utah. Their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed10 - 49Ogden, UT
Services provided
75% Accounting25% Business ConsultingLaunched in 1974, Child Richards CPAs & Advisors is a small Accounting company. Their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Millcreek, UT
Services provided
50% Accounting50% Business ConsultingHaslam & Company, L.C is an Accounting and Business Consulting company. Their small team is based in Millcreek, Utah. Their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Lehi, UT
Services provided
50% Accounting50% Business ConsultingLarry Cox & Associates is a small Lehi, Utah-based Accounting and Business Consulting company. Their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Centerville, UT
Services provided
75% Accounting25% Business ConsultingHori CPA is a small Centerville, Utah-based Accounting company. Their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Layton, UT
Services provided
50% Accounting50% Business ConsultingCarver Florek & James, CPAs is a small Layton, Utah-based Accounting and Business Consulting company. The team offers Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Provo, UT
Services provided
70% Accounting30% Business ConsultingIn Provo, Utah, Health & Company CPA, LLC is a small Accounting company. Their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Provo, UT
Services provided
75% Accounting25% Business ConsultingThe Accounting Guys is an Accounting company. They are in Provo, Utah and have small team. Their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Woods Cross, UT
Services provided
60% Accounting40% Business ConsultingAffordable Tax & Accounting is an Accounting company. They are headquartered in Woods Cross, Utah and have small team. Their team specializes in Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed10 - 49Orem, UT
Services provided
75% Accounting25% Business ConsultingMainstreet Tax & Accounting Services, an Accounting company, was founded in 1960. The agency specializes in Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Holladay, UT
Services provided
50% Accounting50% Business ConsultingSorensen, Vance & Company, a small Accounting and Business Consulting company, is in Holladay, Utah. The team focuses on Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Provo, UT
Services provided
50% Accounting50% Business ConsultingLunsford Peck, LLC is a small Provo, Utah-based Accounting and Business Consulting company. The team offers Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed10 - 49Provo, UT
Services provided
50% Accounting50% Business ConsultingGilbert & Stewart, CPAs is an Accounting and Business Consulting company. Based in Provo, Utah, the company was launched in 1973. Their team specializes in Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Orem, UT
Services provided
75% Accounting25% Business ConsultingHoffman & Company is an Accounting company. Based in Orem, Utah, the firm was launched in 1982. Their team offers Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Orem, UT
Services provided
75% Accounting25% Business ConsultingYour Personal Accountant, Inc. Is a small Accounting company located in Orem, Utah. The team focuses on Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Orem, UT
Services provided
50% Accounting50% Business ConsultingScofield Tax Service is an Accounting and Business Consulting company. They are in Orem, Utah and have small team. Their team provides Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Salt Lake City, UT
Services provided
75% Accounting25% Business ConsultingSee all 1 projectsInfinity Tax Solutions provides comprehensive Tax Preparation, Bookkeeping, and Financial Reporting services. Reviews highlight their timely delivery, reliability, and strong customer service. Clients appreciate the value for cost and effective communication methods, reinforcing Infinity Tax Solutions as a trusted partner for small business financial needs.
-
UndisclosedUndisclosed2 - 9Salt Lake City, UT
Services provided
50% Accounting50% Business ConsultingBarber Tax Service is an Accounting and Business Consulting company. They are based in Salt Lake City, Utah and have small team. Their team focuses on Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9West Valley City, UT
Services provided
50% Accounting25% Business Consulting25% TranslationSG Tax Service is an Accounting company. They were established in 1993, and their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Murray, UT
Services provided
50% Accounting50% Business ConsultingAccounting and Business Consulting company Elite Accountants Inc. Was launched in 2003. The team provides Accounting and Business Consulting and is in Murray, Utah.
Read more -
UndisclosedUndisclosed2 - 9Salt Lake City, UT
Services provided
50% Accounting25% Business Consulting25% HR ConsultingLumen Advisory & Finance is a small Accounting company in Salt Lake City, Utah. Their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Millcreek, UT
Services provided
60% Accounting40% Business ConsultingBottom Line Bookeeping & Tax is an Accounting company established in 2006. The small team offers Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Sandy, UT
Services provided
75% Accounting25% Business ConsultingFounded in 1976, Klingler & Associates is an Accounting company. Their team offers Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9South Jordan, UT
Services provided
60% Accounting40% Business ConsultingClark Rasmussen Taylor, CPA's is an Accounting company founded in 2015. The small team focuses on Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Cottonwood Heights, UT
Services provided
60% Accounting40% Business ConsultingHafer Accounting and Tax Services, Inc. Is an Accounting company. Their small team is located in Cottonwood Heights, Utah. Their team offers Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed10 - 49Salt Lake City, UT
Services provided
25% Accounting25% Business Consulting25% HR Consulting +1 service25% IT Managed ServicesAccounting company Best Business Services offers Accounting and IT managed services. They were established in 2012.
Read more -
UndisclosedUndisclosed10 - 49North Salt Lake, UT
Services provided
60% Accounting40% Business ConsultingAccounting company Bement & Company offers Accounting and Business Consulting. They are in North Salt Lake, Utah.
Read more -
UndisclosedUndisclosed2 - 9Taylorsville, UT
Services provided
60% Accounting40% Business ConsultingButler Tax & Accounting is an Accounting company. Their small team is located in Taylorsville, Utah. Their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed10 - 49Draper, UT
Services provided
60% Accounting40% Business ConsultingUmiversal Accounting, an Accounting company, was founded in 1979. They provides Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed10 - 49Midvale, UT
Services provided
100% AccountingUdall CPA Group is an Accounting company. The agency is located in Henderson, Nevada and Gilbert, Arizona. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Salt Lake City, UT
Services provided
70% Accounting30% Business ConsultingMichael A York & Associates is a small Accounting company located in Salt Lake City, Utah. The team focuses on Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Taylorsville, UT
Services provided
80% Accounting20% Business ConsultingAverett & Associates is an Accounting company. The agency is headquartered in Taylorsville, Utah. Their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Holladay, UT
Services provided
100% AccountingSalt Lake City Bookkeeping is an Accounting company launched in 2007. The firm offers Accounting, and is small.
Read more -
UndisclosedUndisclosed2 - 9Salt Lake City, UT
Services provided
100% AccountingHeadquartered in Salt Lake City, Utah, Wilkinson, Cooley & Co. Is a small Accounting company. The team specializes in Accounting.
Read more -
UndisclosedUndisclosed2 - 9West Jordan, UT
Services provided
100% AccountingAdvanced Tax Solutions, an Accounting company, was established in 2014. The small team specializes in Accounting.
Read more -
UndisclosedUndisclosed2 - 9Murray, UT
Services provided
100% AccountingTax Accounting Corporation of America is an Accounting company. They are in Murray, Utah and have small team. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Sandy, UT
Services provided
100% AccountingElite Tax and Accounting is an Accounting company. Based in Sandy, Utah, their team specializes in Accounting.
Read more -
UndisclosedUndisclosed10 - 49South Jordan, UT
Services provided
100% AccountingLaunched in 2018, Foresight CPA Group is an Accounting company. Their team provides Accounting.
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 7 Utah Financial Services Companies
-
UndisclosedUndisclosed2 - 9Salt Lake City, UT
Ability to deliver
29.3/40.016.8/20 Reviews6.6/10 Clients & Experience5.8/10 Market PresenceService focus
45% Accounting55% Other -
$1,000+Undisclosed10 - 49Salt Lake City, UT
Ability to deliver
24.9/40.016.2/20 Reviews2.4/10 Clients & Experience6.3/10 Market PresenceService focus
100% Accounting -
$10,000+Undisclosed10 - 49Salt Lake City, UT
Ability to deliver
24.3/40.016.6/20 Reviews2.8/10 Clients & Experience4.9/10 Market PresenceService focus
70% Accounting30% Other -
Undisclosed$50 - $99 / hr2 - 9South Jordan, UT
Ability to deliver
22.6/40.016.2/20 Reviews0.7/10 Clients & Experience5.7/10 Market PresenceService focus
50% Accounting50% Other -
Undisclosed$100 - $149 / hr10 - 49Layton, UT
Ability to deliver
22/40.014.6/20 Reviews1.4/10 Clients & Experience5.9/10 Market PresenceService focus
80% Accounting20% Other -
UndisclosedUndisclosed1,000 - 9,999Sandy, UT
Ability to deliver
13.3/40.00/20 Reviews6.6/10 Clients & Experience6.7/10 Market PresenceService focus
10% Accounting90% Other -
UndisclosedUndisclosed10 - 49West Jordan, UT
Ability to deliver
8.4/40.00/20 Reviews2.6/10 Clients & Experience5.8/10 Market PresenceService focus
75% Accounting25% Other -
$10,000+$25 - $49 / hr10 - 49Salt Lake City, UT
Ability to deliver
7.9/40.00/20 Reviews3/10 Clients & Experience4.9/10 Market PresenceService focus
20% Accounting20% Financial Advising & Planning60% Other -
UndisclosedUndisclosed10 - 49South Jordan, UT
Ability to deliver
6.2/40.00/20 Reviews0/10 Clients & Experience6.2/10 Market PresenceService focus
50% Financial Advising & Planning50% Other -
UndisclosedUndisclosed250 - 999Murray, UT
Ability to deliver
20.3/40.014.6/20 Reviews0/10 Clients & Experience5.7/10 Market PresenceService focus
100% Accounting -
UndisclosedUndisclosed50 - 249Lindon, UT
Ability to deliver
5.5/40.00/20 Reviews0/10 Clients & Experience5.5/10 Market PresenceService focus
20% Accounting80% Other -
$1,000+$150 - $199 / hr10 - 49Provo, UT
Ability to deliver
5.2/40.00/20 Reviews0/10 Clients & Experience5.2/10 Market PresenceService focus
45% Accounting55% Other -
UndisclosedUndisclosed10 - 49South Jordan, UT
Ability to deliver
5.2/40.00/20 Reviews0/10 Clients & Experience5.2/10 Market PresenceService focus
100% Accounting -
UndisclosedUndisclosed10 - 49Salt Lake City, UT
Ability to deliver
4.9/40.00/20 Reviews0/10 Clients & Experience4.9/10 Market PresenceService focus
100% Accounting -
UndisclosedUndisclosed2 - 9Smithfield, UT
Ability to deliver
4.9/40.00/20 Reviews0/10 Clients & Experience4.9/10 Market PresenceService focus
25% Accounting25% Financial Advising & Planning50% Other -
UndisclosedUndisclosed2 - 9Murray, UT
Ability to deliver
4.6/40.00/20 Reviews0/10 Clients & Experience4.6/10 Market PresenceService focus
75% Accounting25% Other -
UndisclosedUndisclosed2 - 9Provo, UT
Ability to deliver
4.6/40.00/20 Reviews0/10 Clients & Experience4.6/10 Market PresenceService focus
100% Accounting -
UndisclosedUndisclosed2 - 9Salt Lake City, UT
Ability to deliver
4.6/40.00/20 Reviews0/10 Clients & Experience4.6/10 Market PresenceService focus
40% Financial Advising & Planning60% Other -
UndisclosedUndisclosed2 - 9Provo, UT
Ability to deliver
4/40.00/20 Reviews0/10 Clients & Experience4/10 Market PresenceService focus
100% Accounting -
UndisclosedUndisclosed10 - 49Syracuse, UT
Ability to deliver
4/40.00/20 Reviews0/10 Clients & Experience4/10 Market PresenceService focus
80% Financial Advising & Planning20% Other -
UndisclosedUndisclosed2 - 9West Jordan, UT
Ability to deliver
4/40.00/20 Reviews0/10 Clients & Experience4/10 Market PresenceService focus
50% Accounting50% Other -
Undisclosed$100 - $149 / hr2 - 9St. George, UT
Ability to deliver
5.4/40.00/20 Reviews1.4/10 Clients & Experience4/10 Market PresenceService focus
25% Accounting75% Other
Get matched with the 5 best-fit agencies for your project—in 4 minutes or less.