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, 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.
$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.
-
UndisclosedUndisclosed2 - 9Stamford, CT
Services provided
Small Accounting company NEWFIELD ACCOUNTING, LLC, is headquartered in Stamford, Connecticut. Their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed10 - 49New York, NY
Services provided
RBSM LLP is an Accounting company. The agency is headquartered in New York, New York. Their services include Accounting.
Read more -
UndisclosedUndisclosed50 - 249Westgate, NY
Services provided
Midsize Accounting company Flaherty Salmin CPAs, is based in Westgate, New York. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Stamford, CT
Services provided
Westhill Accounting and Tax Services, LLC, a small Accounting company, is located in Stamford, Connecticut. The team provides Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Oakland, CA
Services provided
Launched in 1995, aBIZinaBOX Inc. CPA's, a small Accounting company, is in Oakland, California. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Stamford, CT
Services provided
Germain Accounting & Financials LLC, an Accounting company, was launched in 2018. The small team focuses on Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed50 - 249Jacksonville, FL
Services provided
Tax Assistance Group is an Accounting company. Headquartered in Jacksonville, Florida, their team focuses on Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Darien, CT
Services provided
Financial Sense, LLC is an Accounting company. They were founded in 1996, and their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Stamford, CT
Services provided
Stamford Bookkeepers is an Accounting company. Their small team is headquartered in Stamford, Connecticut. Their team provides Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Stamford, CT
Services provided
Based in Stamford, Connecticut, Totilo & Company, LLC’s is a small Accounting company. The team focuses on Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Stamford, CT
Services provided
Summer Associates Tax Services is an Accounting company. They are based in Stamford, Connecticut and have small team. Their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9New Canaan, CT
Services provided
Taylor McKay is a small Accounting company based in New Canaan, Connecticut. The team provides Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Stamford, CT
Services provided
Founded in 2017, Pinewood Consulting, LLC is an Accounting company. The team focuses on Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Stamford, CT
Services provided
The Mayer Benefits Advisory, LLC, a small Accounting company, is located in Stamford, Connecticut. Their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Stamford, CT
Services provided
Small Accounting company Judith Heft & Associates, is headquartered in Stamford, Connecticut. Their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Greenwich, CT
Services provided
The Dowling Group, a small Accounting company, is located in Greenwich, Connecticut. The team provides Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Torrance, CA
Services provided
Established in 1995, Gerry Andrade & Associates is a small Torrance, California-based Accounting company. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Torrance, CA
Services provided
Cummins & Regenhardt, Inc. CPAs is an Accounting company headquartered in Torrance, California. The team specializes in Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Torrance, CA
Services provided
ICAN Tax Prep & Accounting is a small Accounting company based in Torrance, California. Their services include Accounting.
Read more -
UndisclosedUndisclosed10 - 49Torrance, CA
Services provided
Servatius, O'Brien & Fong, LLP is a Torrance, California-based Accounting company. Their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Torrance, CA
Services provided
Creal & Creal, An Accountancy Corp is an Accounting company. They are located in Torrance, California and have small team. Their services include Accounting.
Read more -
UndisclosedUndisclosed10 - 49Tarrytown, NY
Services provided
Peretz, Resnick, Mitgang & Marcus, LLP, a small Accounting company, is located in Tarrytown, New York. The team specializes in Accounting.
Read more -
UndisclosedUndisclosed2 - 9Avon, CT
Services provided
Small Accounting company Rothstein & Company, LLC, is located in Avon, Connecticut. The team focuses on Accounting.
Read more -
UndisclosedUndisclosedFreelancerTorrance, CA
Services provided
Motalebi & Associates CPA is an Accounting company. The company is based in Torrance, California. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Torrance, CA
Services provided
Iraj Pessian & Associates is a small Torrance, California-based Accounting company. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Bloomingdale, IL
Services provided
Accounting company Kirkby, Phelan & Associates was launched in 1970. The agency specializes in Accounting, and is small.
Read more -
UndisclosedUndisclosed2 - 9Smithtown, NY
Services provided
Accounting company Michels & Hanley CPAs, LLP is in Smithtown, New York. Founded in 2003, the team focuses on Accounting.
Read more -
UndisclosedUndisclosed2 - 9Los Angeles, CA
Services provided
Robert A. Morin, CPA is an Accounting company. They are based in Los Angeles, California, and their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9El Cajon, CA
Services provided
SimpleTime is an Accounting company founded in 2017. Their team specializes in Accounting.
Read more -
UndisclosedUndisclosed2 - 9Stockton, CA
Services provided
Seacrest Consulting Group is an Accounting company. The Stockton, California-based team focuses on Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9El Cajon, CA
Services provided
Accounting company Wade, Howard & Associates, CPAs LLC was launched in 2008. The company provides Accounting.
Read more -
UndisclosedUndisclosed2 - 9Citrus Heights, CA
Services provided
David Chee, CPA is an Accounting company. Founded in 2005, the company provides Accounting.
Read more -
UndisclosedUndisclosed2 - 9El Cajon, CA
Services provided
Small Accounting company Elaine L. Jacobson, CPA, is based in El Cajon, California. The team provides Accounting.
Read more -
UndisclosedUndisclosed2 - 9Oakland, CA
Services provided
CATHY ROOT & ASSOCIATES CPA is an Oakland, California-based Accounting company. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Alpine, CA
Services provided
In Alpine, California, Michelle M. Wheelington, CPA is an Accounting company. They specialize in Accounting.
Read more -
UndisclosedUndisclosed2 - 9Alpine, CA
Services provided
Christopher W. Wilmot, CPA is an Accounting company launched in 2017. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Alpine, CA
Services provided
Accounting company ON LINE BOOKKEEPING & TAX SERVICE, INC is in Alpine, California. They specialize in Accounting.
Read more -
UndisclosedUndisclosed2 - 9La Mesa, CA
Services provided
Small Business Services, Inc., an Accounting company, is located in La Mesa, California. The team specializes in Accounting.
Read more -
UndisclosedUndisclosed50 - 249Santee, CA
Services provided
Flores Financial Services, Inc. Is an Accounting company established in 1982. Their team focuses on Accounting.
Read more -
UndisclosedUndisclosed2 - 9Douglasville, GA
Services provided
See all 1 projectsHagan, Johnson & Associates, CPA, PC offers services in tax preparation and financial reporting. The overall feedback indicates significant dissatisfaction with their services, highlighting issues with communication, project management, and claims of undelivered work. The client expressed concerns about lost personal information and a lack of integrity, leading to a negative recommendation.
-
UndisclosedUndisclosed2 - 9Powder Springs, GA
Services provided
Marr Tax & Accounting, LLC is an Accounting company. Their small team is located in Powder Springs, Georgia. Their team specializes in Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9White Oak, TX
Services provided
Jennifer Crone, CPA. Is a small White Oak, Texas-based Accounting company. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9Duluth, GA
Services provided
David Yang, Certified Public Accountant, a small Accounting company, is headquartered in Duluth, Georgia. The team focuses on Accounting.
Read more -
UndisclosedUndisclosed2 - 9Duluth, GA
Services provided
S Accounting & Tax, LLC is an Accounting company. They are located in Duluth, Georgia and have small team. Their services include Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Duluth, GA
Services provided
Georgia Satellite Tax & Accounting LLC, an Accounting company, was established in 2018. The team offers Accounting and Business Consulting.
Read more -
UndisclosedUndisclosed10 - 49Hauppauge, NY
Services provided
Fuller Lowenberg & Co., CPAs P.C. Is an Accounting company. Headquartered in Hauppauge, New York, their team specializes in Accounting.
Read more -
UndisclosedUndisclosed2 - 9Antioch, CA
Services provided
Small Accounting company Earline La Buy, CPA, is headquartered in Antioch, California. The team provides Accounting.
Read more -
UndisclosedUndisclosed2 - 9Antioch, CA
Services provided
Accounting company Dombrowski & Associates CPAs offers Accounting. They were established in 2002.
Read more -
UndisclosedUndisclosed2 - 9Spencerport, NY
Services provided
Based in Spencerport, New York, Roberts Accounting, CPAs, P.C. Is a small Accounting company. Their services include Accounting.
Read more -
UndisclosedUndisclosed2 - 9New York, NY
Services provided
CLOUD ACCOUNTING INC is an Accounting company. They are headquartered in New York, New York and have small team of experts. 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
-
UndisclosedUndisclosed10 - 49San Francisco, CA
Ability to deliver
37.7/40.019/20 Reviews8.9/10 Clients & Experience9.8/10 Market PresenceService focus
10% Financial Advising & Planning90% Other -
Undisclosed$100 - $149 / hr50 - 249Walnut, CA
Ability to deliver
37.6/40.017.6/20 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 - 249Syracuse, NY
Ability to deliver
34.2/40.017.8/20 Reviews8.7/10 Clients & Experience7.7/10 Market PresenceService focus
40% Accounting60% Other -
UndisclosedUndisclosed50 - 249San Jose, CA
Ability to deliver
33.8/40.019.4/20 Reviews4.9/10 Clients & Experience9.5/10 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 -
UndisclosedUndisclosed250 - 999Indianapolis, IN
Ability to deliver
32.5/40.018.2/20 Reviews8.8/10 Clients & Experience5.5/10 Market PresenceService focus
10% Accounting90% Other -
UndisclosedUndisclosed10 - 49Londonderry, NH
Ability to deliver
32.5/40.018.4/20 Reviews6.9/10 Clients & Experience7.2/10 Market PresenceService focus
80% Accounting20% Other -
UndisclosedUndisclosed50 - 249San Francisco, CA
Ability to deliver
32.2/40.016.2/20 Reviews9/10 Clients & Experience6.9/10 Market PresenceService focus
45% Accounting55% Other -
$1,000+< $25 / hr50 - 249Philadelphia, PA
Ability to deliver
32.1/40.016.4/20 Reviews9.8/10 Clients & Experience6/10 Market PresenceService focus
50% Accounting50% Other -
$1,000+Undisclosed50 - 249Cambridge, MA
Ability to deliver
32.1/40.017/20 Reviews8.3/10 Clients & Experience6.7/10 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
31.4/40.016.6/20 Reviews7.7/10 Clients & Experience7.1/10 Market PresenceService focus
100% Accounting -
$1,000+Undisclosed1,000 - 9,999Irving, TX
Ability to deliver
31.4/40.017.8/20 Reviews6.6/10 Clients & Experience7/10 Market PresenceService focus
60% Accounting40% Other -
UndisclosedUndisclosed50 - 249New York, NY
Ability to deliver
31.1/40.016.6/20 Reviews8.3/10 Clients & Experience6.1/10 Market PresenceService focus
34% Accounting66% Other -
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 -
$5,000+$50 - $99 / hr10 - 49Locust Grove, VA
Ability to deliver
30/40.016.6/20 Reviews6.9/10 Clients & Experience6.5/10 Market PresenceService focus
10% Accounting90% 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 -
$1,000+$100 - $149 / hr50 - 249New York, NY
Ability to deliver
28/40.013.6/20 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 -
$50,000+$50 - $99 / hr2 - 9Calgary, Canada
Ability to deliver
27.3/40.016.4/20 Reviews5/10 Clients & Experience5.9/10 Market PresenceService focus
10% Accounting90% Other -
UndisclosedUndisclosed10 - 49New York, NY
Ability to deliver
27.3/40.016.2/20 Reviews6.5/10 Clients & Experience4.6/10 Market PresenceService focus
15% Financial Advising & Planning85% Other -
UndisclosedUndisclosed250 - 999San Ramon, CA
Ability to deliver
27.2/40.018.2/20 Reviews0/10 Clients & Experience9/10 Market PresenceService focus
25% Accounting10% Financial Advising & Planning65% Other
