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, content marketing, and SEO with a strong focus on the fintech industry. Across numerous client reviews, 100% of feedback praises CSTMR for their responsive communication, timely project management, and deep industry knowledge. A common theme, noted by around 80% of reviewers, highlights their ability to serve as a true partner rather than just a service provider.
-
UndisclosedUndisclosed2 - 9St. Petersburg, FL
Services provided
Based in St. Petersburg, Florida, National Income Tax & Accounting Inc is an Accounting company. They provide Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9St. Petersburg, FL
Services provided
Melby & Associates, P.A., CPA's is an Accounting company. They are based in St. Petersburg, Florida and have small team. Their team provides Accounting.
Read more -
UndisclosedUndisclosed2 - 9Tampa, FL
Services provided
Small Accounting company Metzler Advisory, is headquartered in Tampa, Florida. Their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosedFreelancerSt. Petersburg, FL
Services provided
Launched in 1991, Frances A McCarthy CPA PA is an Accounting company. The agency focuses on Accounting.
Read more -
UndisclosedUndisclosed2 - 9Miami, FL
Services provided
C&M CPA is an Accounting company. The team focuses on Accounting and is based in Miami, Florida.
Read more -
UndisclosedUndisclosed2 - 9Pittsburgh, PA
Services provided
Kathy L. Hess & Associates is an Accounting company. They provide Accounting and Business Consulting and are based in Pittsburgh, Pennsylvania.
Read more -
UndisclosedUndisclosed50 - 249Pittsburgh, PA
Services provided
Donnelly-Boland and Associates, an Accounting company, was founded in 1992. The agency specializes in Accounting and Finance & Accounting Outsourcing (FAO), and is midsize.
Read more -
UndisclosedUndisclosed2 - 9Miami, FL
Services provided
Harriett Fox, C.P.A, an Accounting company, was launched in 2007. The small team provides Accounting.
Read more -
UndisclosedUndisclosed2 - 9Miami, FL
Services provided
Cummings Grayson & Co. Is a Miami, Florida-based Accounting company. They specialize in Accounting.
Read more -
UndisclosedUndisclosed2 - 9Philadelphia, PA
Services provided
Accounting and Business Consultants, LLC is an Accounting company founded in 1997. The firm focuses on Accounting.
Read more -
UndisclosedUndisclosed2 - 9Westlake Village, CA
Services provided
Accounting company Kernochan & Associates, Inc. Offers Accounting and Business Consulting. They were launched in 2005.
Read more -
UndisclosedUndisclosed10 - 49Philadelphia, PA
Services provided
USA Tax Service is an Accounting company. Located in Philadelphia, Pennsylvania, the agency was established in 2018. Their team provides Accounting.
Read more -
UndisclosedUndisclosed2 - 9Philadelphia, PA
Services provided
Spina & Company, LLC is a small Philadelphia, Pennsylvania-based Accounting company. The team offers Accounting.
Read more -
UndisclosedUndisclosed2 - 9Philadelphia, PA
Services provided
Dale S. Goldberg, CPA is an Accounting company. Their team is headquartered in Philadelphia, Pennsylvania and specializes in Accounting.
Read more -
UndisclosedUndisclosed2 - 9Miami, FL
Services provided
Founded in 2006, Travieso & Alvarez Tax & Financial Services is an Accounting company. The firm focuses on Accounting, and is small.
Read more -
UndisclosedUndisclosed2 - 9Philadelphia, PA
Services provided
Mazzola & Company is an Accounting company. Established in 2017, the company is in Philadelphia, Pennsylvania. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Agoura Hills, CA
Services provided
Based in Agoura Hills, California, Wolf & Associates, APAC is an Accounting company. The team provides Accounting.
Read more -
UndisclosedUndisclosed2 - 9Miami, FL
Services provided
Aponte Paez Accountant, a small Accounting company, is based in Miami, Florida. Their services include Accounting.
Read more -
UndisclosedUndisclosedFreelancerAgoura Hills, CA
Services provided
Accounting company Jack B. Murad, CPA, MBT Financial Services was established in 1990. The team specializes in Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Bala Cynwyd, PA
Services provided
Located in Bala Cynwyd, Pennsylvania, Cassidy Associates is a small Accounting company. The team provides Accounting.
Read more -
UndisclosedUndisclosed2 - 9Philadelphia, PA
Services provided
Cavanaughs Tax Service is an Accounting company. They are headquartered in Philadelphia, Pennsylvania and have small team. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Philadelphia, PA
Services provided
JBB & Associates, LLC is an Accounting company. Headquartered in Philadelphia, Pennsylvania, the agency was established in 2012. Their services include Accounting.
Read more -
UndisclosedUndisclosed10 - 49Westlake Village, CA
Services provided
Foster, Griffith & Allen, Inc. Is a small Accounting company. They provide Accounting and Business Consulting and were established in 2004.
Read more -
UndisclosedUndisclosed50 - 249Philadelphia, PA
Services provided
Founded in 1921, Tait Weller is an Accounting company. The midsize team offers Accounting.
Read more -
UndisclosedUndisclosed10 - 49Philadelphia, PA
Services provided
CPA Philly is a small Accounting company in Philadelphia, Pennsylvania. The team offers Accounting.
Read more -
UndisclosedUndisclosed10 - 49Philadelphia, PA
Services provided
Morris J Cohen & Co is an Accounting company. Established in 1929, the company specializes in Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Philadelphia, PA
Services provided
David A Lopez & Co is a small Accounting company based in Philadelphia, Pennsylvania. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Philadelphia, PA
Services provided
Established in 2011, JT Goldstein Accountants and Business Advisors is an Accounting and Business Consulting company. The small team specializes in Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Philadelphia, PA
Services provided
Atribus Solutions is a Philadelphia, Pennsylvania-based Accounting company. Launched in 2017, the team offers Accounting.
Read more -
UndisclosedUndisclosed2 - 9Philadelphia, PA
Services provided
Located in Philadelphia, Pennsylvania, June Ha CPA is a small Accounting company. The team provides Accounting.
Read more -
UndisclosedUndisclosed2 - 9Los Angeles, CA
Services provided
Premier Accounting & Tax Services, Inc is an Accounting company. The Los Angeles, California-based team focuses on Accounting.
Read more -
UndisclosedUndisclosed2 - 9Philadelphia, PA
Services provided
Amro Azazi CPA, PC is a small Philadelphia, Pennsylvania-based Accounting company. The team specializes in Accounting.
Read more -
UndisclosedUndisclosed10 - 49Philadelphia, PA
Services provided
Bowe and Associates CPA, a small Accounting company, is located in Philadelphia, Pennsylvania. The team specializes in Accounting.
Read more -
UndisclosedUndisclosed2 - 9Erdenheim, PA
Services provided
Lynn, Gottschalk and Company, LLC, an Accounting company, specializes in Accounting. The firm is located in Erdenheim, Pennsylvania.
Read more -
UndisclosedUndisclosed2 - 9Coral Gables, FL
Services provided
Paul A. Garcia, P.A. Is an Accounting company. Established in 1985, the firm is in Coral Gables, Florida. Their team provides Accounting.
Read more -
UndisclosedUndisclosed2 - 9Philadelphia, PA
Services provided
Located in Philadelphia, Pennsylvania, Brown's Fulfillment Consulting & Accounting Firm is a small Accounting company. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9San Diego, CA
Services provided
Schwartz & Schwartz is an Accounting company. They provide Accounting and were founded in 2014.
Read more -
UndisclosedUndisclosed2 - 9Philadelphia, PA
Services provided
The Fontana Group is an Accounting company. They are headquartered in Philadelphia, Pennsylvania and have small team. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Westlake Village, CA
Services provided
Fintegrity Group, P.C. Is an Accounting company. The Westlake Village, California-based company specializes in Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Santee, CA
Services provided
Kagan & Associates, CPA is a small Santee, California-based Accounting and Business Consulting company. The team offers Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Philadelphia, PA
Services provided
Affordable Accounting Solutions, a small Accounting company, is based in Philadelphia, Pennsylvania. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Philadelphia, PA
Services provided
TrueUp Business Solutions Ltd is an Accounting company. The agency is headquartered in Philadelphia, Pennsylvania. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Philadelphia, PA
Services provided
In Philadelphia, Pennsylvania, Holtzman Tax and Financial Services is a small Accounting company. The team specializes in Accounting.
Read more -
UndisclosedUndisclosed2 - 9Westlake Village, CA
Services provided
Founded in 2009, Allan Guttentag, CPA is an Accounting company. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Westlake Village, CA
Services provided
Accounting company FRIDMAN & ASSOCIATES provides Accounting. They were established in 2018.
Read more -
UndisclosedUndisclosed2 - 9Westlake Village, CA
Services provided
Barmache & Alford, LLP is a small Accounting company established in 2009. Their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Thousand Oaks, CA
Services provided
Hinricher & Cousino, LLP, an Accounting company, is in Thousand Oaks, California. The team focuses on Accounting.
Read more -
UndisclosedUndisclosed10 - 49Thousand Oaks, CA
Services provided
Sparks & Company, Inc. Is an Accounting company. They specialize in Accounting and were founded in 2016. The company is headquartered in Thousand Oaks, California.
Read more -
UndisclosedUndisclosed2 - 9Alameda, CA
Services provided
Laurel J. Sullivan, CPA, Inc. Is an Accounting company. Their small team is in Alameda, California and specializes in Accounting. The firm was established in 2012.
Read more -
UndisclosedUndisclosed2 - 9Macon, GA
Services provided
Expat Tax Solutions, LLC/Advanced Tax Solutions, LLC is an Accounting company. They are in Macon, Georgia, and their services include Accounting and ERP consulting and SI.
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
37.8/40.017.8/20 Reviews10/10 Clients & Experience10/10 Market PresenceService focus
30% Accounting70% Other -
$5,000+$200 - $300 / hr10 - 49Allentown, PA
Ability to deliver
36.5/40.016.8/20 Reviews10/10 Clients & Experience9.7/10 Market PresenceService focus
20% Accounting80% Other -
Undisclosed$200 - $300 / hr10 - 49New York, NY
Ability to deliver
36.4/40.016.8/20 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+< $25 / hr50 - 249Philadelphia, PA
Ability to deliver
32.6/40.016.2/20 Reviews9.8/10 Clients & Experience6.6/10 Market PresenceService focus
80% Accounting20% Other -
$1,000+Undisclosed10 - 49Londonderry, NH
Ability to deliver
32.1/40.018/20 Reviews6.9/10 Clients & Experience7.2/10 Market PresenceService focus
80% Accounting20% Other -
UndisclosedUndisclosed50 - 249San Francisco, CA
Ability to deliver
32/40.016/20 Reviews9/10 Clients & Experience6.9/10 Market PresenceService focus
45% Accounting55% Other -
UndisclosedUndisclosed250 - 999Indianapolis, IN
Ability to deliver
31.9/40.017.6/20 Reviews8.8/10 Clients & Experience5.5/10 Market PresenceService focus
10% Accounting90% Other -
$1,000+Undisclosed50 - 249Cambridge, MA
Ability to deliver
31.9/40.016.4/20 Reviews8.4/10 Clients & Experience7/10 Market PresenceService focus
75% Accounting25% 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+$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+Undisclosed1,000 - 9,999Irving, TX
Ability to deliver
30.5/40.016.8/20 Reviews6.6/10 Clients & Experience7.1/10 Market PresenceService focus
60% Accounting40% 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
27.8/40.013.4/20 Reviews5.7/10 Clients & Experience8.7/10 Market PresenceService focus
100% Accounting -
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 -
UndisclosedUndisclosed10 - 49New York, NY
Ability to deliver
27.5/40.016.4/20 Reviews6.5/10 Clients & Experience4.6/10 Market PresenceService focus
15% Financial Advising & Planning85% Other -
$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 -
UndisclosedUndisclosed2 - 9Los Angeles, CA
Ability to deliver
27/40.017.2/20 Reviews1.5/10 Clients & Experience8.3/10 Market PresenceService focus
100% Insurance Services & Brokers -
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
