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.
-
UndisclosedUndisclosed10 - 49Indianapolis, IN
Services provided
Established in 2001, Sheaff Brock Investment Advisors is a Financial Advising & Planning and Funding & Investment company. The team offers Financial Advising & Planning and Funding & Investment.
Read more -
UndisclosedUndisclosed2 - 9Indianapolis, IN
Services provided
Founded in 2021, Meridian Investment Advisors, Inc. Is a small Indianapolis, Indiana-based Funding & Investment company. Their services include Funding & Investment and Financial Advising &
Read more -
UndisclosedUndisclosed10 - 49Indianapolis, IN
Services provided
Column Capital, a small Funding & Investment company, is based in Indianapolis, Indiana. Their services include Funding & Investment and Accounting.
Read more -
UndisclosedUndisclosed50 - 249Indianapolis, IN
Services provided
Invst, a Funding & Investment company, specialize in Funding & Investment and Financial Advising & Planning. They were founded in 2003.
Read more -
UndisclosedUndisclosed2 - 9Carmel, IN
Services provided
Financial Advising & Planning and Funding & Investment company Barrington Investment Company, LLC focuses on Financial Advising & Planning and Funding & Investment. They are in Carmel, Indiana.
Read more -
UndisclosedUndisclosed2 - 9Muncie, IN
Services provided
Wealth Strategies is a Muncie, Indiana-based Financial Advising & Planning company. Launched in 1997, the team specializes in Financial Advising & Planning and Insurance Services & Brokers.
Read more -
UndisclosedUndisclosed2 - 9Carmel, IN
Services provided
Financial Advising & Planning and Funding & Investment company Circle City Wealth Management is located in Carmel, Indiana. The team focuses on Financial Advising & Planning and Funding &
Read more -
UndisclosedUndisclosed10 - 49Indianapolis, IN
Services provided
Wallington Asset Management, a Funding & Investment company, was established in 1988. The small team focuses on Funding & Investment and Financial Advising & Planning.
Read more -
UndisclosedUndisclosed2 - 9Indianapolis, IN
Services provided
In Indianapolis, Indiana, Hoover Financial Advisors is a Financial Advising & Planning and Funding & Investment company. They offer Financial Advising & Planning and Funding & Investment.
Read more -
UndisclosedUndisclosed50 - 249Carmel, IN
Services provided
Valeo Financial Advisors LLC is a Funding & Investment company. The Carmel, Indiana-based agency was launched in 2003. Their services include Funding & Investment and Financial Advising & Planning.
Read more -
UndisclosedUndisclosed10 - 49Indianapolis, IN
Services provided
Financial Advising & Planning and Funding & Investment company Woodley Farra Manion Portfolio Management was founded in 1995. The team offers Financial Advising & Planning and Funding & Investment.
Read more -
UndisclosedUndisclosed10 - 49Carmel, IN
Services provided
Indie Asset Partners, LLC is a Funding & Investment company. Based in Carmel, Indiana, the firm offers Funding & Investment and Financial Advising & Planning.
Read more -
UndisclosedUndisclosed2 - 9Indianapolis, IN
Services provided
Titan Investment Management is a Funding & Investment company in Indianapolis, Indiana. They specialize in Funding & Investment and Financial Advising & Planning.
Read more -
UndisclosedUndisclosed2 - 9Fishers, IN
Services provided
Servant Capital Advisors is a Fishers, Indiana-based Funding & Investment company. The team focuses on Funding & Investment and Financial Advising & Planning.
Read more -
UndisclosedUndisclosed2 - 9South Bend, IN
Services provided
Golden Years Financial Advisors, Inc. Is a small South Bend, Indiana-based Funding & Investment company. The team provides Funding & Investment and Financial Advising & Planning.
Read more -
UndisclosedUndisclosed2 - 9Greenwood, IN
Services provided
Koon Financial, a Financial Advising & Planning and Funding & Investment company, was founded in 2002. The company specializes in Financial Advising & Planning and Funding & Investment, and is
Read more -
UndisclosedUndisclosed2 - 9Indianapolis, IN
Services provided
Gutwein Group is a Financial Advising & Planning and Funding & Investment company. Founded in 2011, the team focuses on Financial Advising & Planning and Funding & Investment.
Read more -
UndisclosedUndisclosed2 - 9Lafayette, IN
Services provided
Funding & Investment company McLaughlin Asset Management was founded in 2003. The company offers Funding & Investment and Financial Advising & Planning.
Read more -
UndisclosedUndisclosed2 - 9Zionsville, IN
Services provided
Small Financial Advising & Planning and Funding & Investment company The Monument Circle Group, is based in Zionsville, Indiana. The team offers Financial Advising & Planning and Funding &
Read more -
UndisclosedUndisclosed2 - 9Carmel, IN
Services provided
Langdon Shaw Associates, Inc. Is a Financial Advising & Planning and Funding & Investment company launched in 1983. The company provides Financial Advising & Planning and Funding & Investment.
Read more -
UndisclosedUndisclosed2 - 9Indianapolis, IN
Services provided
Otley Investment Fiduciary Solutions is a Funding & Investment company founded in 2019. Their services include Funding & Investment and Financial Advising & Planning.
Read more -
UndisclosedUndisclosed2 - 9Clarksville, IN
Services provided
MackHouse Capital, a Funding & Investment company, was launched in 2007. The team focuses on Funding & Investment and Financial Advising & Planning.
Read more -
UndisclosedUndisclosed2 - 9Indianapolis, IN
Services provided
Wealth Advisory Solutions is a Funding & Investment company established in 2017. The team specializes in Funding & Investment and Financial Advising & Planning and is in Indianapolis, Indiana.
Read more -
UndisclosedUndisclosed2 - 9Mena, AR
Services provided
Small Accounting company Karl Cunningham CPA, is headquartered in Mena, Arkansas. The team offers Accounting and Financial Advising & Planning.
Read more -
UndisclosedUndisclosed250 - 999Chicago, IL
Services provided
Thoma Bravo is a software development company. They are in Chicago, Illinois and London, England and have midsize team. Their team offers Custom Software Development and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Valparaiso, IN
Services provided
Kotys Wealth Professionals is a Financial Advising & Planning and Funding & Investment company. They were established in 2007 and provide Financial Advising & Planning and Funding & Investment.
Read more -
UndisclosedUndisclosed250 - 999Dublin, OH
Services provided
Manning & Napier is a Business Consulting company headquartered in Fairport, New York and Dublin, Ohio. They focus on Business Consulting and Financial Advising & Planning and were founded in 1970.
Read more -
UndisclosedUndisclosed2 - 9Merrillville, IN
Services provided
Laszlo Rigsby Advisory is a Financial Advising & Planning company founded in 1983. Their team offers Financial Advising & Planning and Financial Consulting.
Read more -
UndisclosedUndisclosed2 - 9Fort Wayne, IN
Services provided
Founded in 2018, EverTrue Financial Services is an Insurance Services & Brokers and Funding & Investment company. The team focuses on Insurance Services & Brokers and Funding & Investment.
Read more -
UndisclosedUndisclosed10 - 49Muncie, IN
Services provided
Cardinal Capital Management is a Financial Advising & Planning and Funding & Investment company. They provide Financial Advising & Planning and Funding & Investment and were established in 1999.
Read more -
UndisclosedUndisclosed2 - 9Indianapolis, IN
Services provided
Axia Advisory is a Financial Advising & Planning and Funding & Investment company launched in 1992. The company focuses on Financial Advising & Planning and Funding & Investment.
Read more -
UndisclosedUndisclosed10 - 49Kokomo, IN
Services provided
In Kokomo, Indiana, Creative Financial Designs is a Financial Advising & Planning and Funding & Investment company. They provide Financial Advising & Planning and Funding & Investment.
Read more -
UndisclosedUndisclosed2 - 9Kendallville, IN
Services provided
Founded in 1995, AMI Investment Management is a Funding & Investment company. The agency provides Funding & Investment and Financial Advising & Planning.
Read more -
UndisclosedUndisclosed10 - 49Rapid City, SD
Services provided
In Rapid City, South Dakota, Nonprofit Resources, LLC is a Funding & Investment company. Founded in 1995, the team focuses on Funding & Investment and Graphic Design.
Read more -
UndisclosedUndisclosed2 - 9Oakland, CA
Services provided
Global Investment Company is a Financial Advising & Planning company located in Oakland, California. The team specializes in Financial Advising & Planning and Funding & Investment.
Read more -
UndisclosedUndisclosed50 - 249Cedar Park, TX
Services provided
Garrington Capital is a midsize Toronto, Canada-based Financial Advising & Planning and Funding & Investment company. The team offers Financial Advising & Planning and Funding & Investment.
Read more -
UndisclosedUndisclosed2 - 9Belton, MO
Services provided
Perception Funding is a Financial Consulting company. Founded in 2008, the agency is in Belton, Missouri. Their team offers Financial Consulting and Corporate Training & Coaching.
Read more -
UndisclosedUndisclosed2 - 9Los Angeles, CA
Services provided
Atlantic Investments A Registered Investment Advisor is a Financial Advising & Planning and Funding & Investment company. Their team provides Financial Advising & Planning.
Read more -
UndisclosedUndisclosed2 - 9Los Angeles, CA
Services provided
GT Investment Management is a Financial Advising & Planning and Funding & Investment company. Their team offers Financial Advising & Planning.
Read more -
UndisclosedUndisclosed50 - 249Newport Beach, CA
Services provided
Founded in 1988, Canterbury Consulting is a Financial Advising & Planning and Funding & Investment company. The team specializes in Financial Advising & Planning and Funding & Investment.
Read more -
UndisclosedUndisclosed2 - 9Midland, TX
Services provided
Cargile Investment Management is a Financial Advising & Planning and Funding & Investment company founded in 1984. The agency specializes in Financial Advising & Planning and Funding & Investment.
Read more -
UndisclosedUndisclosed10 - 49Dallas, TX
Services provided
McGowanGroup Asset Management is a Financial Advising & Planning and Funding & Investment company founded in 1986. The team provides Financial Advising & Planning and Funding & Investment.
Read more -
UndisclosedUndisclosed10 - 49New York, NY
Services provided
Established in 2011, Nova Technology is a Financial Advising & Planning and Funding & Investment company. The firm provides Financial Advising & Planning and Funding & Investment, and is small.
Read more -
UndisclosedUndisclosed2 - 9Alpharetta, GA
Services provided
Financial Consultants Group is a Financial Advising & Planning company based in Cumming, Georgia and Alpharetta, Georgia. The team focuses on Financial Advising & Planning and Financial Consulting.
Read more -
UndisclosedUndisclosed2 - 9Las Vegas, NV
Services provided
Headquartered in Las Vegas, Nevada, SJB Financial is a Financial Advising & Planning company. They offer Financial Advising & Planning and Financial Consulting and were established in 2017.
Read more -
UndisclosedUndisclosed2 - 9Dallas, TX
Services provided
Based in Dallas, Texas, Strait Lane Capital Partners, LLC is a small Funding & Investment company. The team focuses on Funding & Investment and Commercial Financing.
Read more -
UndisclosedUndisclosed10 - 49Dallas, TX
Services provided
Latticework Capital Management, LLC is a Funding & Investment company. Based in Dallas, Texas, their small team offers Funding & Investment and Commercial Financing. The company was launched in
Read more -
UndisclosedUndisclosed2 - 9Houston, TX
Services provided
Alara Ventures is a Funding & Investment company. The Houston, Texas-based company focuses on Funding & Investment and Business Consulting.
Read more -
UndisclosedUndisclosed2 - 9Anchorage, AK
Services provided
Shilanski & Associates, Inc is a small Anchorage, Alaska-based Financial Advising & Planning company. Their services include Financial Advising & Planning and Financial Consulting.
Read more -
UndisclosedUndisclosed2 - 9Scottsdale, AZ
Services provided
Launched in 1983, Risk Resource is a Financial Consulting company. The team focuses on Financial Consulting and Insurance Services & Brokers.
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
