Top Financial Services Firms in the United States
-
Featured
What are Featured Providers?
$50,000+$200 - $300 / hr10 - 49Serves United StatesServices provided
See all 7 projectsCSTMR is a digital marketing agency specializing in branding, website development, and digital marketing strategies, particularly within the fintech and financial services sectors. They receive overwhelmingly positive feedback, with 100% of reviewers highlighting their expertise, responsive project management, and ability to drive growth and engagement through strategic marketing initiatives. Their clients commend their commitment to collaboration and their capacity to deliver on time while addressing complex project needs effectively.
$25,000+Undisclosed250 - 999Serves United StatesServices 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.
-
UndisclosedUndisclosedFreelancerSalem, OR
Services provided
Fischer, Hayes, Joye & Allen, LLC is a Salem, Oregon-based Accounting company. The team specializes in Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Salem, OR
Services provided
Headquartered in Salem, Oregon, COMPTON, ENGLISH AND HUNSAKER, PC is a small Accounting company. The team focuses on Accounting.
Read more -
UndisclosedUndisclosed10 - 49Salem, OR
Services provided
Doty, Pruett, Wilson P.C., CPAs is an Accounting company headquartered in Salem, Oregon. They provide Accounting and Commercial Development.
Read more -
UndisclosedUndisclosedFreelancerSalem, OR
Services provided
Sandy Melhorn, CPA PC is an Accounting company founded in 2012. Located in Salem, Oregon, the team offers Accounting.
Read more -
UndisclosedUndisclosed2 - 9Salem, OR
Services provided
GREEN NEWTON JAMISON LLP is a small Accounting company based in Salem, Oregon. Their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosedFreelancerSalem, OR
Services provided
Vanlue, PC Certified Public Accountant is an Accounting company. In Salem, Oregon, their team focuses on Accounting.
Read more -
UndisclosedUndisclosedFreelancerSalem, OR
Services provided
Daniel Dollinger CPA CFP, an Accounting company, specializes in Accounting and Business Consulting. The firm is headquartered in Salem, Oregon.
Read more -
UndisclosedUndisclosed10 - 49Salem, OR
Services provided
Kuenzi and Company LLC is a Salem, Oregon-based Accounting company. They offer Accounting and Business Consulting and were launched in 1978.
Read more -
UndisclosedUndisclosed2 - 9Roseville, CA
Services provided
Michelle E. Phillips Accountancy Corporation is an Accounting company. Their small team is located in Roseville, California. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Roseville, CA
Services provided
Karen Peak CPA is an Accounting company founded in 1999. The small team provides Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Provo, UT
Services provided
Joseph M Larsen CPA PC is an Accounting company. Located in Provo, Utah, the firm was established in 1991. Their services include Accounting and Corporate Training & Coaching.
Read more -
UndisclosedUndisclosed2 - 9Granite Bay, CA
Services provided
Pam Lorek CPA is an Accounting company. They are located in Granite Bay, California and have small team of experts. Their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Provo, UT
Services provided
MyCPA Accounting & Advisory Services, a small Accounting company, is based in Provo, Utah. The team offers Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Stockton, CA
Services provided
Dougherty CPAs, Inc. Is an Accounting company. The Stockton, California-based agency was launched in 1989. Their team specializes in Accounting.
Read more -
UndisclosedUndisclosed10 - 49Shreveport, LA
Services provided
Small Accounting company Agee & Agee P.C. Certified Public Accountants, is based in Shreveport, Louisiana. Their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Shreveport, LA
Services provided
Bledsoe Dodson & Assoc Llc is a small Shreveport, Louisiana-based Accounting company. The team provides Accounting.
Read more -
UndisclosedUndisclosed2 - 9Dallas, TX
Services provided
Omotayo CPA LLC is an Accounting company. They were established in 2010, and their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Plano, TX
Services provided
Launched in 2010, Lefkovits, Madsen & Richardson is a small Plano, Texas-based Accounting company. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Carrollton, TX
Services provided
Stokes and Powell CPA's, LLC is an Accounting company. Headquartered in Carrollton, Texas, the agency was launched in 1995. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Carrollton, TX
Services provided
Perfect Balance Bookkeeping and Tax Services, an Accounting company, is based in Carrollton, Texas. Established in 2009, the team focuses on Accounting.
Read more -
UndisclosedUndisclosedFreelancerStockton, CA
Services provided
Michael P Lynch, CPA, Inc, an Accounting company, focuses on Accounting and Business Consulting. The agency is in Stockton, California.
Read more -
UndisclosedUndisclosed50 - 249Auburn Hills, MI
Services provided
StreamlineHR Services is a midsize Auburn Hills, Michigan-based Accounting company. The team focuses on Accounting and Staffing.
Read more -
UndisclosedUndisclosed2 - 9Stockton, CA
Services provided
Small Accounting company Richesin Accountancy Corporation, is located in Stockton, California. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Shreveport, LA
Services provided
Creative Payroll Solutions, a small Accounting and HR Consulting company, is in Shreveport, Louisiana. The team focuses on Accounting and HR 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 - 9Lawton, OK
Services provided
Accounting company Furrh And Associates is in Lawton, Oklahoma. The team focuses on Accounting and Finance & Accounting Outsourcing (FAO).
Read more -
UndisclosedUndisclosed10 - 49Stockton, CA
Services provided
Established in 1995, All About Numbers is an Accounting company. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Shreveport, LA
Services provided
ASAP Express Delivery is a small Shreveport, Louisiana-based Accounting and Freight forwarding company. The team offers Accounting and Freight forwarding.
Read more -
UndisclosedUndisclosed2 - 9Lawton, OK
Services provided
Hatch Croke & Associates is an Accounting company. Based in Lawton, Oklahoma, the firm was founded in 1990. Their services include Accounting and Finance & Accounting Outsourcing (FAO).
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 - 9Lawton, OK
Services provided
Lorna D. Funkhouser, CPA, an Accounting company, is headquartered in Lawton, Oklahoma. They provide Accounting and Finance & Accounting Outsourcing (FAO).
Read more -
UndisclosedUndisclosed2 - 9Stockton, CA
Services provided
Wardell & Rall Accountancy Corporation is a small Stockton, California-based Accounting company. The team focuses on Accounting and HR Consulting.
Read more -
UndisclosedUndisclosed10 - 49Provo, UT
Services provided
Sadler Gibb and Associates is an Accounting company. The Provo, Utah-based team specializes in Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Roseville, CA
Services provided
Located in Roseville, California, Hullen & Ross CPA's is an Accounting company. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Stockton, CA
Services provided
In Stockton, California, Bestolarides Ted H CPA is a small Accounting company. The team specializes in Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Roseville, CA
Services provided
In Roseville, California, Freddi Eberhart & Associates, Inc. CPAs is a small Accounting company. The team focuses on Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Provo, UT
Services provided
Located in Provo, Utah, Oficina de Joel Guerrero Provo is a small Accounting company. Their services include Accounting and Web Design.
Read more -
UndisclosedUndisclosed2 - 9Lawton, OK
Services provided
Woods Accounting Services, P.C. Is an Accounting company. They were established in 2011 and specialize in Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Roseville, CA
Services provided
Headquartered in Roseville, California, BODEN KLEIN & SNEESBY is an Accounting company. Founded in 2007, the team focuses on Accounting.
Read more -
UndisclosedUndisclosed2 - 9Orem, UT
Services provided
Located in Orem, Utah, Utah CPA is a small Accounting company. The team focuses on Accounting.
Read more -
UndisclosedUndisclosed2 - 9Dearborn, MI
Services provided
Founded in 2017, Pure Tax & Immigration Services LLC is an Accounting company. The company focuses on Accounting and Translation.
Read more -
UndisclosedUndisclosed2 - 9Dearborn, MI
Services provided
Asoufy Tax & Immigration Services is an Accounting company. The team is based in Dearborn, Michigan, and their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Dearborn, MI
Services provided
SERRA CPA, a small Accounting company, is in Dearborn, Michigan. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Rowlett, TX
Services provided
Cantrell Pearson & Associates, PLLC is an Accounting company. The Rowlett, Texas-based team specializes in Accounting.
Read more -
UndisclosedUndisclosed50 - 249Shreveport, LA
Services provided
APS Payroll is an Accounting and HR Consulting company. The agency is in Shreveport, Louisiana. Their team focuses on Accounting and HR Consulting.
Read more -
UndisclosedUndisclosed50 - 249Roseville, CA
Services provided
Campbell Taylor Washburn, an Accounting company, was launched in 1977. The team focuses on Accounting and Business Consulting and is in Roseville, California.
Read more -
UndisclosedUndisclosed10 - 49Lawrence, KS
Services provided
Established in 2019, Kindred CPA, LLC is an Accounting company. The small team specializes in Accounting.
Read more -
UndisclosedUndisclosed2 - 9Milwaukee, WI
Services provided
My Online Accountant, LLC is an Accounting company established in 2013. The agency specializes in Accounting, and is small.
Read more -
UndisclosedUndisclosed2 - 9Stockton, CA
Services provided
Accounting company Leiba & Bowers, CPAs offers Accounting and Business Consulting. They were launched in 1951.
Read more -
UndisclosedUndisclosed10 - 49Onalaska, WI
Services provided
Ultimate Tax & Accounting Group - Wisconsin is a small Onalaska, Wisconsin-based Accounting company. Their services include Accounting.
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 15 United States Financial Services Companies
-
Undisclosed$100 - $149 / hr50 - 249Walnut, CA
Ability to deliver
38.4/40.018.4/20 Reviews10/10 Clients & Experience10/10 Market PresenceService focus
30% Accounting70% Other -
$5,000+$200 - $300 / hr10 - 49Allentown, PA
Ability to deliver
37/40.017.4/20 Reviews10/10 Clients & Experience9.6/10 Market PresenceService focus
20% Accounting80% Other -
Undisclosed$200 - $300 / hr10 - 49New York, NY
Ability to deliver
36.8/40.017.2/20 Reviews10/10 Clients & Experience9.6/10 Market PresenceService focus
85% Accounting15% Other -
UndisclosedUndisclosed50 - 249Atlanta, GA
Ability to deliver
36.4/40.017/20 Reviews9.6/10 Clients & Experience9.8/10 Market PresenceService focus
30% Accounting70% Other -
UndisclosedUndisclosed50 - 249San Jose, CA
Ability to deliver
34/40.019.6/20 Reviews4.9/10 Clients & Experience9.5/10 Market PresenceService focus
40% Accounting60% Other -
UndisclosedUndisclosed50 - 249Syracuse, NY
Ability to deliver
33.6/40.017.2/20 Reviews8.7/10 Clients & Experience7.7/10 Market PresenceService focus
40% Accounting60% Other -
$1,000+$100 - $149 / hr2 - 9Schaumburg, IL
Ability to deliver
32.9/40.016.4/20 Reviews9.2/10 Clients & Experience7.3/10 Market PresenceService focus
45% Accounting55% Other -
$1,000+Undisclosed10 - 49Londonderry, NH
Ability to deliver
32.5/40.018.4/20 Reviews6.9/10 Clients & Experience7.2/10 Market PresenceService focus
80% Accounting20% Other -
$1,000+Undisclosed50 - 249Cambridge, MA
Ability to deliver
32.3/40.017/20 Reviews8.4/10 Clients & Experience6.9/10 Market PresenceService focus
75% Accounting25% Other -
UndisclosedUndisclosed250 - 999Indianapolis, IN
Ability to deliver
32.3/40.018/20 Reviews8.8/10 Clients & Experience5.5/10 Market PresenceService focus
10% Accounting90% Other -
UndisclosedUndisclosed50 - 249San Francisco, CA
Ability to deliver
32/40.016/20 Reviews9/10 Clients & Experience6.9/10 Market PresenceService focus
45% Accounting55% Other -
$1,000+< $25 / hr50 - 249Philadelphia, PA
Ability to deliver
31.9/40.016.2/20 Reviews9.8/10 Clients & Experience6/10 Market PresenceService focus
50% Accounting50% Other -
UndisclosedUndisclosed50 - 249Palo Alto, CA
Ability to deliver
31.9/40.016.2/20 Reviews7.2/10 Clients & Experience8.5/10 Market PresenceService focus
90% Accounting10% Other -
$1,000+Undisclosed10 - 49West Hollywood, CA
Ability to deliver
31.7/40.015.8/20 Reviews8.4/10 Clients & Experience7.5/10 Market PresenceService focus
35% Accounting65% Other -
$1,000+Undisclosed1,000 - 9,999Irving, TX
Ability to deliver
31.5/40.017.8/20 Reviews6.6/10 Clients & Experience7.1/10 Market PresenceService focus
60% Accounting40% Other -
$1,000+$300+ / hr2 - 9Cleveland, OH
Ability to deliver
31/40.016.2/20 Reviews7.7/10 Clients & Experience7.1/10 Market PresenceService focus
100% Accounting -
UndisclosedUndisclosed1,000 - 9,999Austin, TX
Ability to deliver
30.9/40.016.2/20 Reviews8.4/10 Clients & Experience6.3/10 Market PresenceService focus
35% Accounting65% Other -
$1,000+$100 - $149 / hr2 - 9Woodbridge, VA
Ability to deliver
30.4/40.016.2/20 Reviews8.6/10 Clients & Experience5.5/10 Market PresenceService focus
70% Accounting30% Other -
$1,000+$100 - $149 / hr2 - 9Chicago, IL
Ability to deliver
29.6/40.016.2/20 Reviews8.4/10 Clients & Experience5/10 Market PresenceService focus
90% Accounting10% Other -
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+$25 - $49 / hr50 - 249Houston, TX
Ability to deliver
28.7/40.016.4/20 Reviews6/10 Clients & Experience6.3/10 Market PresenceService focus
75% Accounting25% Other -
UndisclosedUndisclosed50 - 249New York, NY
Ability to deliver
28/40.013.6/20 Reviews5.7/10 Clients & Experience8.7/10 Market PresenceService focus
100% Accounting -
UndisclosedUndisclosed10 - 49New York, NY
Ability to deliver
27.9/40.016.8/20 Reviews6.5/10 Clients & Experience4.6/10 Market PresenceService focus
15% Financial Advising & Planning85% Other -
Undisclosed$25 - $49 / hr250 - 999Meridian, ID
Ability to deliver
27.6/40.016.2/20 Reviews4.8/10 Clients & Experience6.6/10 Market PresenceService focus
35% Accounting65% Other -
$1,000+$25 - $49 / hr2 - 9Clearwater, FL
Ability to deliver
27.5/40.016.2/20 Reviews6.2/10 Clients & Experience5.2/10 Market PresenceService focus
100% Accounting -
$50,000+$50 - $99 / hr2 - 9San Francisco, CA
Ability to deliver
27.3/40.016.4/20 Reviews5/10 Clients & Experience5.9/10 Market PresenceService focus
10% Accounting90% Other -
UndisclosedUndisclosed10 - 49Tustin, CA
Ability to deliver
26.7/40.016.2/20 Reviews4.4/10 Clients & Experience6.2/10 Market PresenceService focus
100% Accounting -
$10,000+$150 - $199 / hr10 - 49Fort Worth, TX
Ability to deliver
26.6/40.016.2/20 Reviews1.7/10 Clients & Experience8.8/10 Market PresenceService focus
50% Accounting50% Other -
$5,000+Undisclosed50 - 249San Diego, CA
Ability to deliver
26.6/40.016.2/20 Reviews4.2/10 Clients & Experience6.2/10 Market PresenceService focus
80% Accounting20% Financial Advising & Planning -
UndisclosedUndisclosed250 - 999San Ramon, CA
Ability to deliver
26.4/40.017.4/20 Reviews0/10 Clients & Experience9/10 Market PresenceService focus
25% Accounting10% Financial Advising & Planning65% Other
