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Home Financial Services United States Maryland Baltimore

Top Financial Services Firms in Baltimore

Ratings Updated: April 5, 2026
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2 Leaders 15 Contenders

820 Companies

Country: United States
State: Maryland
City: Baltimore

List of the Top Baltimore Financial Services Companies

  • Featured

    What are Featured Providers?

    CSTMR Logotype

    CSTMR

    4.9 7 reviews
    Premier Verified
    $50,000+
    $200 - $300 / hr
    10 - 49
    Serves Baltimore, MD

    Services provided

    20% Search Engine Optimization
    15% Pay Per Click
    15% Web Design +5 services
    10% Advertising
    10% Branding
    10% Content Marketing
    10% Digital Strategy
    10% Social Media Marketing

    CSTMR 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.

    See all 7 projects
    1 of 1 reviews is 5 stars
    Unknown avg. project cost

    Reviewed 1 time in the past 6 months

    Recent feedback for CSTMR highlights their expertise in fintech and marketing strategy, with clients noting significant improvements in website traffic and customer acquisition. One client praised their methodical project management and responsiveness, stating that their website traffic tripled within a year. The depth of knowledge in branding and design was particularly impressive, with no areas for improvement identified. Overall, sentiment is highly positive, emphasizing CSTMR's ability to deliver impactful results.
    Read 1 Recent Review

    Industry Experience

    CSTMR has demonstrated significant expertise in the financial services and other industries, with a strong emphasis on branding, content marketing, and digital strategy. Clients in financial services praised their ability to enhance brand awareness and drive measurable traffic increases, while those in other sectors noted their responsive project management and creative solutions. Overall sentiment reflects a high level of satisfaction, particularly regarding CSTMR's understanding of complex market needs and their commitment to client goals, making them an excellent partner in financial services.

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    Other Industry Other industries Financial services

    More responsive than most other service providers

    CSTMR is very responsive

    They are a great candidate to start a conversation with. Send them a short message or project inquiry.
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    Carrollton, Georgia (1) Livonia, Michigan (1) Minneapolis, Minnesota (1) Princeton, New Jersey (1) Albany, New York (1) Palo Alto, California (1)
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    Talent Formula Logotype

    Talent Formula

    5.0 2 reviews
    Verified
    $25,000+
    Undisclosed
    250 - 999
    Serves Baltimore, MD

    Services provided

    35% Accounting
    35% Finance & Accounting Outsourcing (FAO)
    30% AI Agents

    Talent 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.

    See all 2 projects
    1 of 1 Accounting reviews are 5 stars
    1 new review for Accounting in past 6 months
    $200,000 – $999,999 avg. project cost

    Accounting PROJECT HIGHLIGHT

    Recruitment & Mgmt Support for Technology & Accounting Firm

    5.0 — Talent Formula provides recruitment and management support for a technology and accounting firm. They find qualified candidates with different levels of seniority to support the client's growing Read more
    Read 1 Review

    Industry Experience

    Talent Formula has received positive feedback primarily within the Hospitality & Leisure industry, notably praised for their recruitment expertise and cultural alignment with clients like Quantaco. Their ability to adapt to changing requirements and deliver qualified candidates efficiently has been highlighted as a key strength. Overall, their impact is significant in enhancing team growth and performance, making them a strong fit for companies seeking tailored talent solutions in the hospitality sector.

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    Select Industry to see insights

    Hospitality & leisure

    Average Project Cost Breakdown

    What Clients Have Said

    Clients have expressed strong satisfaction with Talent Formula's overall cost and value for money. One client noted that the company’s unique talent retention model and efficient recruitment process significantly contributed to their business growth, stating they doubled their growth year on year. The partnership has been long-standing since 2014, highlighting the perceived value in their investment. Overall, clients appreciate the alignment of Talent Formula's services with their specific needs, indicating a favorable cost-to-value relationship.
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  • Business Consultant Concepts Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    Freelancer
    Woodlawn, MD

    Services provided

    50% Business Consulting
    20% Financial Advising & Planning
    20% Financial Consulting +1 service
    10% Business Valuation Services

    Business Consultant Concepts is a Business Consulting company. The team focuses on Business Consulting and Financial Advising & Planning, and the firm is located in Woodlawn, Maryland.

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  • Forsyth Consulting Group Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    Freelancer
    Elkridge, MD

    Services provided

    10% Accounting
    20% Business Consulting
    20% HR Consulting +4 services
    20% Marketing Strategy
    10% Corporate Training & Coaching
    10% Custom Software Development
    10% IT Strategy Consulting

    Forsyth Consulting Group , a Marketing Strategy company, is in Elkridge, Maryland. They offer Marketing Strategy and Business Consulting and were launched in 2022.

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  • Johnson Lambert LLP Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    250 - 999
    Vienna, VA

    Services provided

    50% Accounting
    50% Business Consulting

    Johnson Lambert LLP is an Edison, New Jersey-based Business Consulting and Accounting company. Their services include Business Consulting and Accounting.

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    Vienna, VA

    2650 Park Tower Drive, Suite 800
    Vienna, VA 22180

    2 - 5

    See All Locations (3)
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  • Immersion Consulting Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    50 - 249
    Annapolis, MD

    Services provided

    10% Accounting
    20% Business Consulting
    10% Compliance Consulting +6 services
    10% Corporate Training & Coaching
    10% Cybersecurity
    10% Financial Advising & Planning
    10% Financial Consulting
    10% IT Managed Services
    10% IT Strategy Consulting

    Immersion Consulting is a Business Consulting company. The Annapolis, Maryland-based team specializes in Business Consulting and IT strategy consulting.

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  • Small Business Advisors Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    2 - 9
    Gambrills, MD

    Services provided

    50% Accounting
    40% Business Consulting
    10% Financial Advising & Planning

    Accounting company Small Business Advisors was launched in 1999. Based in Gambrills, Maryland, the team focuses on Accounting and Business Consulting.

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  • Cap Ex Management Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    Freelancer
    Baltimore, MD

    Services provided

    20% Business Consulting
    20% Commercial Brokerage Services
    20% Financial Advising & Planning +3 services
    20% Funding & Investment
    10% Business Valuation Services
    10% Commercial Financing

    Cap Ex Management is a Business Consulting company launched in 2019. The small team focuses on Business Consulting and Commercial Brokerage Services.

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  • Sparrow CPA & Accounting Services Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    Freelancer
    Odenton, MD

    Services provided

    70% Accounting
    30% Business Consulting

    Sparrow CPA & Accounting Services is an Odenton, Maryland-based Accounting company. The team focuses on Accounting and Business Consulting.

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  • 4Tenets Consulting, LLC Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    Freelancer
    Baltimore, MD

    Services provided

    40% Business Consulting
    10% CRM Consulting and SI
    10% Commercial Financing +4 services
    10% Compliance Consulting
    10% Corporate Training & Coaching
    10% Financial Advising & Planning
    10% Litigation Support Services

    4Tenets Consulting, LLC is a Baltimore, Maryland-based Business Consulting company. They offer Business Consulting and CRM consulting and SI.

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  • B Speer CPA, LLC Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    2 - 9
    Frederick, MD

    Services provided

    40% Accounting
    20% Business Consulting
    15% Financial Advising & Planning +2 services
    15% Financial Consulting
    10% Litigation Support Services

    B Speer CPA, LLC is a small Accounting company. They focus on Accounting and Business Consulting and were founded in 2020.

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  • Dunathan Consulting LLC Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    2 - 9
    Silver Spring, MD

    Services provided

    20% Accounting
    50% Business Consulting
    10% Financial Consulting +2 services
    10% HR Outsourcing
    10% IT Strategy Consulting

    Dunathan Consulting LLC is a Business Consulting company. Headquartered in Silver Spring, Maryland, their small team offers Business Consulting and Accounting. The company was founded in 2004.

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  • Egan Security Group Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    2 - 9
    Lancaster, PA

    Services provided

    70% Business Consulting
    30% Insurance Services & Brokers

    Egan Security Group is a Business Consulting company. The team is headquartered in Lancaster, Pennsylvania, and their services include Business Consulting and Insurance Services & Brokers.

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  • Redkik, Inc Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    10 - 49
    Oxford, MD

    Services provided

    20% API Development
    20% Custom Software Development
    20% Insurance Services & Brokers +4 services
    10% AI Development
    10% Cybersecurity
    10% DevOps Managed Services
    10% IT Strategy Consulting

    Redkik, Inc is a custom software development company founded in 2020. The team focuses on Custom Software Development and Insurance Services & Brokers and is located in Oxford, Maryland.

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  • IT Services Group, Inc Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    2 - 9
    Rockville, MD

    Services provided

    10% Accounting
    20% Cloud Consulting & SI
    20% IT Managed Services +4 services
    20% IT Strategy Consulting
    10% Corporate Training & Coaching
    10% IT Staff Augmentation
    10% Litigation Support Services

    IT Services Group, Inc is a small Rockville, Maryland-based IT strategy consulting company. The team offers IT strategy consulting and cloud consulting & SI.

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  • Novotny, Larash, Venters & Wolf LLC Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    10 - 49
    Annapolis, MD

    Services provided

    20% Accounting
    10% Branding
    10% Business Consulting +6 services
    10% Financial Advising & Planning
    10% Financial Consulting
    10% Fractional CFO Services
    10% Fractional CMO Services
    10% Funding & Investment
    10% Marketing Strategy

    Established in 1984, Novotny, Larash, Venters & Wolf LLC is an Accounting company. The company focuses on Accounting and Branding, and is small.

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  • Navitas Partners, LLC Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    50 - 249
    Wilmington, DE

    Services provided

    10% Accounting
    20% Cybersecurity
    20% IT Staff Augmentation +5 services
    10% Application Testing
    10% Corporate Training & Coaching
    10% Procurement Support
    10% Recruiting
    10% Staffing

    Navitas Partners, LLC is a midsize Cybersecurity company founded in 2008. Their team provides Cybersecurity and IT staff augmentation.

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  • ABC Quant Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    50 - 249
    Wilmington, DE

    Services provided

    35% Accounting
    35% Application Testing
    30% Corporate Training & Coaching

    Established in 2005, ABC Quant is a midsize Application Testing company. Their services include Application Testing and Accounting.

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  • GME Enterprises Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    2 - 9
    Chevy Chase, MD

    Services provided

    10% Accounting
    20% Business Consulting
    20% Corporate Training & Coaching +4 services
    15% Commercial Development
    15% Content Writing Services
    10% Compliance Consulting
    10% Marketing Strategy

    Business Consulting company GME Enterprises was established in 2014. The company provides Business Consulting and Corporate Training & Coaching.

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  • Consilarus Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    2 - 9
    Annapolis, MD

    Services provided

    15% Accounting
    15% Business Consulting
    10% Back Office Outsourcing +6 services
    10% Branding
    10% Financial Advising & Planning
    10% Financial Consulting
    10% Fractional CFO Services
    10% Fractional CMO Services
    10% Marketing Strategy

    Consilarus is a Business Consulting company headquartered in Annapolis, Maryland. Established in 2024, the team offers Business Consulting and Accounting.

    Read more
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  • DREAMS - NPOS, Tag & Title, LLC Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    2 - 9
    Glen Burnie, MD

    Services provided

    50% Accounting
    50% Litigation Support Services

    DREAMS - NPOS, Tag & Title, LLC is an Accounting and Litigation Support Services company. They offer Accounting and Litigation Support Services and were launched in 2007.

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  • Gavin/Solmonese LLC Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    10 - 49
    Wilmington, DE

    Services provided

    20% Accounting
    20% Business Consulting
    20% Business Valuation Services +2 services
    20% Commercial Financing
    20% Public Relations

    Gavin/Solmonese LLC is a small public relations firm. They focus on Public Relations and Business Consulting and were established in 2012.

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1 CSI Accounting & Payroll
2 Barney And Company

List of the Top 2 Baltimore Financial Services Companies

  1. CSI Accounting & Payroll Logotype

    CSI Accounting & Payroll

    Undisclosed
    Undisclosed
    10 - 49
    Columbia, MD

    Ability to deliver

    25.6/40.0
    16/20 Reviews
    3.9/10 Clients & Experience
    5.7/10 Market Presence

    Service focus

    100% Accounting
    View Profile Visit Website
  2. Barney And Company Logotype

    Barney And Company

    Undisclosed
    Undisclosed
    10 - 49
    Columbia, MD

    Ability to deliver

    21.5/40.0
    16.2/20 Reviews
    0/10 Clients & Experience
    5.3/10 Market Presence

    Service focus

    50% Accounting
    50% Other
    View Profile Visit Website
  3. Bowman & Company CPA, PC Logotype

    Bowman & Company CPA, PC

    Undisclosed
    Undisclosed
    10 - 49
    Columbia, MD

    Ability to deliver

    7.1/40.0
    0/20 Reviews
    1.8/10 Clients & Experience
    5.3/10 Market Presence

    Service focus

    20% Accounting
    20% Financial Advising & Planning
    60% Other
    View Profile Visit Website
  4. Lombardo Ayers & Company, LLC Logotype

    Lombardo Ayers & Company, LLC

    $1,000+
    $25 - $49 / hr
    10 - 49
    Annapolis, MD

    Ability to deliver

    22.6/40.0
    16.2/20 Reviews
    1/10 Clients & Experience
    5.4/10 Market Presence

    Service focus

    85% Accounting
    15% Other
    View Profile Visit Website
  5. VirtuAssistPlus Logotype

    VirtuAssistPlus

    $1,000+
    < $25 / hr
    50 - 249
    Towson, MD

    Ability to deliver

    5.3/40.0
    0/20 Reviews
    1.4/10 Clients & Experience
    4/10 Market Presence

    Service focus

    20% Accounting
    80% Other
    View Profile Visit Website
  6. CliftonLarsonAllen Logotype

    CliftonLarsonAllen

    $1,000+
    $100 - $149 / hr
    1,000 - 9,999
    Calverton, MD

    Ability to deliver

    16.2/40.0
    16.2/20 Reviews
    0/10 Clients & Experience
    0/10 Market Presence

    Service focus

    100% Accounting
    View Profile Visit Website
  7. Rosario Accounting Firm Logotype

    Rosario Accounting Firm

    Undisclosed
    Undisclosed
    2 - 9
    Baltimore, MD

    Ability to deliver

    5.2/40.0
    0/20 Reviews
    0/10 Clients & Experience
    5.2/10 Market Presence

    Service focus

    80% Accounting
    20% Other
    View Profile Visit Website
  8. Vallit Advisors, LLC. Logotype

    Vallit Advisors, LLC.

    Undisclosed
    Undisclosed
    10 - 49
    Timonium, MD

    Ability to deliver

    5.2/40.0
    0/20 Reviews
    0/10 Clients & Experience
    5.2/10 Market Presence

    Service focus

    30% Accounting
    70% Other
    View Profile Visit Website
  9. Marshall Financial Group, LLC Logotype

    Marshall Financial Group, LLC

    $1,000+
    < $25 / hr
    2 - 9
    Cockeysville, MD

    Ability to deliver

    5.2/40.0
    0/20 Reviews
    0/10 Clients & Experience
    5.2/10 Market Presence

    Service focus

    100% Financial Advising & Planning
    View Profile Visit Website
  10. Passive Capital Managament Logotype

    Passive Capital Managament

    Undisclosed
    Undisclosed
    1,000 - 9,999
    Baltimore, MD

    Ability to deliver

    5.2/40.0
    0/20 Reviews
    0/10 Clients & Experience
    5.2/10 Market Presence

    Service focus

    50% Financial Advising & Planning
    50% Other
    View Profile Visit Website
  11. DeLeon & Stang Logotype

    DeLeon & Stang

    Undisclosed
    Undisclosed
    10 - 49
    Gaithersburg, MD

    Ability to deliver

    25.5/40.0
    15.6/20 Reviews
    3.3/10 Clients & Experience
    6.6/10 Market Presence

    Service focus

    80% Accounting
    20% Other
    View Profile Visit Website
  12. Clearview Group Logotype

    Clearview Group

    Undisclosed
    Undisclosed
    50 - 249
    Owings Mills, MD

    Ability to deliver

    4.9/40.0
    0/20 Reviews
    0/10 Clients & Experience
    4.9/10 Market Presence

    Service focus

    50% Accounting
    50% Other
    View Profile Visit Website
  13. George Dimov, CPA Logotype

    George Dimov, CPA

    Undisclosed
    $200 - $300 / hr
    10 - 49
    Rockville, MD

    Ability to deliver

    36.8/40.0
    17.2/20 Reviews
    10/10 Clients & Experience
    9.6/10 Market Presence

    Service focus

    85% Accounting
    15% Other
    View Profile Visit Website
  14. Sustain CFO Services Logotype

    Sustain CFO Services

    $1,000+
    $200 - $300 / hr
    2 - 9
    Ellicott City, MD

    Ability to deliver

    4.6/40.0
    0/20 Reviews
    0/10 Clients & Experience
    4.6/10 Market Presence

    Service focus

    10% Financial Advising & Planning
    90% Other
    View Profile Visit Website
  15. Rhythmic Financial LLC Logotype

    Rhythmic Financial LLC

    Undisclosed
    Undisclosed
    2 - 9
    Baltimore, MD

    Ability to deliver

    4/40.0
    0/20 Reviews
    0/10 Clients & Experience
    4/10 Market Presence

    Service focus

    40% Accounting
    60% Other
    View Profile Visit Website
  16. Zag Consulting Group Logotype

    Zag Consulting Group

    Undisclosed
    $50 - $99 / hr
    2 - 9
    Owings Mills, MD

    Ability to deliver

    4/40.0
    0/20 Reviews
    0/10 Clients & Experience
    4/10 Market Presence

    Service focus

    65% Accounting
    35% Financial Advising & Planning
    View Profile Visit Website
  17. CPA Cloud Keeper Inc. Logotype

    CPA Cloud Keeper Inc.

    Undisclosed
    Undisclosed
    2 - 9
    Owings Mills, MD

    Ability to deliver

    4/40.0
    0/20 Reviews
    0/10 Clients & Experience
    4/10 Market Presence

    Service focus

    100% Accounting
    View Profile Visit Website

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