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Top Securities Brokers

Ratings Updated: April 1, 2026
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176 Companies

Financial Advising & Planning: Securities Brokerage

List of the Top Securities Brokerages

  • MB Accounting Group LLC Logotype

    3.5 3 reviews
    Verified
    Undisclosed
    $50 - $99 / hr
    10 - 49
    Portland, OR

    Services provided

    10% Financial Advising & Planning
    55% Accounting
    25% Finance & Accounting Outsourcing (FAO) +2
    5% Digital Asset Management
    5% Financial Consulting

    Focus Areas

    10% Securities Brokerage
    30% Actuarial Services
    30% Wealth & Asset Management +4
    15% Debt Consulting
    5% Mortgage & Loan Brokerage
    5% Retirement Planning
    5% Stocks Portfolio Management

    MB Accounting Group LLC is an accounting firm known for its consistent and accurate bookkeeping and accounting services. The company receives overwhelmingly positive reviews, with clients praising its reliability, cost-effectiveness, and attention to detail. Approximately 100% of reviewers highlight the firm's thoroughness and timely delivery, emphasizing their effective communication and valuable financial insights.

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    Industry Experience

    MB Accounting Group LLC has received positive feedback from clients in the Consulting and Advertising & Marketing industries. Clients commend their thoroughness, consistency, and reliability in bookkeeping and accounting services. In Consulting, they helped improve bookkeeping accuracy for trauma-informed coaching firms, while in Advertising & Marketing, they enhanced financial reporting for performance marketing agencies. Overall, the sentiment is highly favorable, highlighting their expertise in maintaining organized financials and delivering timely results.

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    Consulting Advertising & marketing

    Average Project Cost Breakdown

    Less than $10,000 (1)

    What Clients Have Said

    Clients consistently highlight MB Accounting Group LLC's competitive pricing and strong value for money. One client noted that their 'pricing fit our budget' and emphasized the 'good value for cost.' Another client described the services as 'thorough, consistent, and cost-effective.' Overall, the sentiment reflects satisfaction with both the affordability and quality of services provided, with no significant areas for improvement mentioned.
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    More responsive than most other service providers

    MB Accounting Group LLC is very responsive

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  • Asesora Logotype

    5.0 4 reviews
    Undisclosed
    Undisclosed
    250 - 999
    Dubai, United Arab Emirates

    Services provided

    10% Financial Advising & Planning
    10% Accounting
    10% Banking Law +7
    10% Business Consulting
    10% Compliance Consulting
    10% Corporate Law
    10% Finance & Accounting Outsourcing (FAO)
    10% Finance Law
    10% Fractional CFO Services
    10% Funding & Investment

    Focus Areas

    15% Securities Brokerage
    15% Actuarial Services
    15% Debt Consulting +4
    15% Retirement Planning
    15% Stocks Portfolio Management
    15% Wealth & Asset Management
    10% Mortgage & Loan Brokerage

    Asesora is a business consultancy firm providing services such as business setup, licensing, financial compliance, and PRO support. Their reviews reflect a 100% positive sentiment, highlighting their efficiency, responsiveness, and ability to make complex processes stress-free. Clients particularly appreciate Asesora's proactive approach and deep industry knowledge, emphasizing their role as a partner rather than just a service provider.

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    Reviews mention Timely

    Overall sentiment regarding Asesora's timeliness is highly positive. Clients noted that all milestones were delivered on schedule, with one client emphasizing their 'quick, efficient responses' and effective communication. Another client praised their organized and proactive approach, stating that everything was completed on time, allowing for immediate revenue generation. Both reviews reflect a strong appreciation for Asesora's ability to adhere to deadlines and maintain clear updates throughout the project.
    • Business Consulting for Restaurant
      5.0 May 16, 2025

      Thanks to Asesora's support, Rubyland was fully licensed, registered, and operational on schedule. We successfully opened our business bank account and launched the restaurant without delays, which helped us start generating revenue right away. They delivered everything on time, kept me updated throughout the process, and were always quick to respond to my questions or concerns.

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    Industry Experience

    Asesora demonstrates expertise across the Food & Beverages and Construction industries. In the Food & Beverages sector, they excelled in facilitating business registration and licensing for a Pan-Asian restaurant, earning praise for their proactive support and timely delivery. In Construction, they successfully assisted a company in establishing a branch in Dubai, ensuring regulatory compliance and efficient project management. Overall, feedback highlights their responsiveness, thoroughness, and alignment with client values, making them a strong fit for businesses in these industries.

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    Food & Beverages Construction

    Average Project Cost Breakdown

    $10,000 to $49,000 (1)

    What Clients Have Said

    Clients consistently highlight Asesora's competitive pricing and exceptional value for money. One client noted that their pricing fit within budget while providing good value for the cost. Another echoed similar sentiments, emphasizing that Asesora's services were cost-effective and delivered efficiently, contributing to a smooth and stress-free experience. Overall, the sentiment regarding cost and value is highly positive, with clients appreciating the balance between affordability and quality.
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  • Cardem Consulting Logotype

    5.0 1 review
    $1,000+
    $50 - $99 / hr
    2 - 9
    Barranquilla, Colombia

    Services provided

    10% Financial Advising & Planning
    50% Finance & Accounting Outsourcing (FAO)
    20% Commercial Financing +2
    10% Accounting
    10% Business Consulting

    Focus Areas

    15% Securities Brokerage
    15% Actuarial Services
    15% Debt Consulting +4
    15% Mortgage & Loan Brokerage
    15% Stocks Portfolio Management
    15% Wealth & Asset Management
    10% Retirement Planning

    Cardem Consulting is a financial advising firm specializing in credit analysis for invoice factoring. Reviews highlight their expertise in improving credit accuracy, enhancing risk management, and streamlining processes. All feedback is positive, with 100% of reviewers praising their tailored solutions and timely project management. Their innovative approaches and comprehensive understanding of client needs distinguish them as a valuable partner in financial advising and planning.

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    1 of 1 Financial Advising & Planning reviews are 5 stars
    Less than $10,000 avg. project cost

    Financial Advising & Planning PROJECT HIGHLIGHT

    Financial Consulting for Financial Services Company

    5.0 — Cardem Consulting provides financial consulting support for a financial services company. They provide invoice factoring consulting support to help ensure accurate credit evaluations and reduce Read more
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    Industry Experience

    Cardem Consulting has demonstrated significant expertise in the financial services industry, particularly in invoice factoring. Clients have praised their ability to enhance credit analysis capabilities, improve risk management, and streamline processes, resulting in accurate evaluations and reduced financial losses. Overall sentiment reflects strong satisfaction with their tailored solutions, timely delivery, and deep understanding of industry challenges, making them a suitable partner for firms seeking to optimize credit analysis and risk management in finance.

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    Financial services

    Average Project Cost Breakdown

    What Clients Have Said

    Clients have expressed satisfaction with Cardem Consulting's pricing, noting it fits within their budget while providing good value for the cost. One client highlighted the company's ability to deliver tailored solutions that enhanced their credit analysis capabilities, improving both accuracy and risk management. Overall, the sentiment reflects a strong appreciation for the cost-effectiveness and quality of service offered by Cardem Consulting, with no reported areas for improvement.
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  • Coin Masters Logotype

    Coin Masters

    5.0 1 review
    $5,000+
    $50 - $99 / hr
    2 - 9

    Services provided

    20% Financial Advising & Planning
    20% Accounting
    20% Business Valuation Services +2
    20% Finance & Accounting Outsourcing (FAO)
    20% Fractional CFO Services

    Focus Areas

    10% Securities Brokerage
    40% Wealth & Asset Management
    20% Retirement Planning +2
    20% Stocks Portfolio Management
    10% Debt Consulting

    Coin Masters is an accounting services company specializing in bookkeeping, bank reconciliation, and accounts management. Reviews indicate a high satisfaction rate, with 99% accuracy in financial records and a 30% reduction in overdue receivables. Clients praise their personalized approach and attention to detail, although streamlined communication and more detailed financial insights are suggested for improvement.

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    Industry Experience

    Coin Masters has demonstrated expertise primarily in the Advertising & Marketing industry, providing effective bookkeeping services that resulted in a 99% accuracy rate and a 30% reduction in overdue receivables. Clients appreciated their personalized approach, timely deliverables, and proactive communication. The overall sentiment is positive, highlighting their strengths in accuracy, efficiency, and client engagement. Potential clients in the digital agency sector seeking tailored financial solutions can expect impactful results from their partnership with Coin Masters.

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    Advertising & marketing

    Average Project Cost Breakdown

    $10,000 to $49,000 (1)

    What Clients Have Said

    Coin Masters is praised for its competitive pricing, which aligned well with client budgets, as noted by the CEO of Borok Media. Clients reported a significant reduction in bookkeeping expenses by 15% and highlighted the overall value for money through efficient service delivery and high accuracy. While the company excels in personalized service and timely communication, clients suggested improvements in communication channels and financial insights to further enhance perceived value.
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  • IRIS Business Services Ltd Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    250 - 999
    Navi Mumbai, India

    Services provided

    100% Financial Advising & Planning

    Focus Areas

    10% Securities Brokerage
    15% Actuarial Services
    15% Debt Consulting +4
    15% Mortgage & Loan Brokerage
    15% Retirement Planning
    15% Stocks Portfolio Management
    15% Wealth & Asset Management

    Founded in 2000, IRIS Business Services Ltd is a midsize Navi Mumbai, India-based Financial Advising & Planning company. Their services include Financial Advising & Planning.

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  • befree UK Logotype

    befree UK

    Not yet reviewed

    Undisclosed
    Undisclosed
    1,000 - 9,999

    Services provided

    25% Financial Advising & Planning
    25% Accounting
    25% Back Office Outsourcing +1
    25% Finance & Accounting Outsourcing (FAO)

    Focus Areas

    20% Securities Brokerage
    20% Debt Consulting
    20% Mortgage & Loan Brokerage +2
    20% Retirement Planning
    20% Wealth & Asset Management

    Befree UK is a London, England-based Back Office Outsourcing company. Founded in 2006, the team specializes in Back Office Outsourcing and Finance & Accounting Outsourcing (FAO).

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  • Kreditwala Logotype

    5.0 1 review
    $5,000+
    Undisclosed
    250 - 999
    Delhi, India

    Services provided

    40% Financial Advising & Planning
    30% Financial Consulting
    30% Insurance Services & Brokers

    Focus Areas

    15% Securities Brokerage
    20% Mortgage & Loan Brokerage
    20% Wealth & Asset Management +3
    15% Actuarial Services
    15% Debt Consulting
    15% Stocks Portfolio Management

    Kreditwala provides services in Financial Advising and Planning, Investment Advisory, and Wealth Management. Reviews highlight its robust platform for navigating personal loans and credit card services, emphasizing accessibility and innovation. Clients commend its seamless project management and strategic partnerships with banks, making Kreditwala a reliable choice for diverse financial needs.

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  • Ledger Labs, Inc. Logotype

    Ledger Labs, Inc.

    5.0 6 reviews
    $1,000+
    $50 - $99 / hr
    50 - 249

    Services provided

    50% Financial Advising & Planning
    50% Accounting

    Focus Areas

    15% Securities Brokerage
    15% Actuarial Services
    15% Debt Consulting +4
    15% Mortgage & Loan Brokerage
    15% Stocks Portfolio Management
    15% Wealth & Asset Management
    10% Retirement Planning

    Ledger Labs, Inc. offers services in Financial Advising and Planning, with a notable expertise in Netsuite ERP implementation. The reviews highlight their effective project management, responsiveness, and ability to enhance operational efficiency, making them a valuable partner for achieving improved decision-making and streamlined processes. Clients appreciate their communication and collaborative approach, indicating high satisfaction with their services.

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  • Mint Financial Services Logotype

    Not yet reviewed

    $1,000+
    Undisclosed
    10 - 49
    Old Sarum, England

    Services provided

    100% Financial Advising & Planning

    Focus Areas

    15% Securities Brokerage
    15% Debt Consulting
    15% Mortgage & Loan Brokerage +4
    15% Retirement Planning
    15% Stocks Portfolio Management
    15% Wealth & Asset Management
    10% Actuarial Services

    Mint Financial Services is a Financial Advising & Planning company. Founded in 2019, their team focuses on Financial Advising & Planning.

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  • Asset Preservation Wealth & Tax, Financial Advisors Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    2 - 9
    Lake Oswego, OR

    Services provided

    50% Financial Advising & Planning
    50% Accounting

    Focus Areas

    50% Securities Brokerage
    50% Retirement Planning

    Established in 2020, Asset Preservation Wealth & Tax, Financial Advisors is an Accounting and Financial Advising & Planning company. The team focuses on Accounting and Financial Advising & Planning.

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  • Cedars Business Services Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    50 - 249
    Calabasas, CA

    Services provided

    50% Financial Advising & Planning
    50% Business Consulting

    Focus Areas

    15% Securities Brokerage
    15% Debt Consulting
    15% Mortgage & Loan Brokerage +4
    15% Retirement Planning
    15% Stocks Portfolio Management
    15% Wealth & Asset Management
    10% Actuarial Services

    Cedars Business Services is a Business Consulting and Financial Advising & Planning company established in 1997. The team provides Business Consulting and Financial Advising & Planning.

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  • MNS Credit Management Group Private Ltd. Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    250 - 999
    New Delhi, India

    Services provided

    30% Financial Advising & Planning
    30% Business Consulting
    20% Finance & Accounting Outsourcing (FAO) +2
    10% Call Center Services
    10% Finance Law

    Focus Areas

    15% Securities Brokerage
    15% Debt Consulting
    15% Mortgage & Loan Brokerage +4
    15% Retirement Planning
    15% Stocks Portfolio Management
    15% Wealth & Asset Management
    10% Actuarial Services

    MNS Credit Management Group Private Ltd. Is a Business Consulting company. The New Delhi, India-based agency provides Business Consulting and Financial Advising & Planning.

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  • Vistica Wealth Advisors Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    2 - 9
    Carlsbad, CA

    Services provided

    100% Financial Advising & Planning

    Focus Areas

    15% Securities Brokerage
    15% Debt Consulting
    15% Mortgage & Loan Brokerage +4
    15% Retirement Planning
    15% Stocks Portfolio Management
    15% Wealth & Asset Management
    10% Actuarial Services

    Vistica Wealth Advisors is a Financial Advising & Planning company. They provide Financial Advising & Planning and were established in 2015. The company is in Carlsbad, California.

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  • Skytale Group Logotype

    Not yet reviewed

    $1,000+
    $100 - $149 / hr
    50 - 249
    Dallas, TX

    Services provided

    25% Financial Advising & Planning
    25% Accounting
    25% Commercial Financing +1
    25% Insurance Services & Brokers

    Focus Areas

    15% Securities Brokerage
    15% Debt Consulting
    15% Mortgage & Loan Brokerage +4
    15% Retirement Planning
    15% Stocks Portfolio Management
    15% Wealth & Asset Management
    10% Actuarial Services

    Founded in 2017, Skytale Group is a Commercial Financing company. The agency offers Commercial Financing and Accounting, and is midsize.

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  • Qade Collections Logotype

    Qade Collections

    Not yet reviewed

    $10,000+
    Undisclosed
    2 - 9

    Services provided

    100% Financial Advising & Planning

    Focus Areas

    15% Securities Brokerage
    15% Debt Consulting
    15% Mortgage & Loan Brokerage +4
    15% Retirement Planning
    15% Stocks Portfolio Management
    15% Wealth & Asset Management
    10% Actuarial Services

    Small Financial Advising & Planning company Qade Collections, is located in Pembroke Park, Florida. The team specializes in Financial Advising & Planning.

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  • Paces Ferry Wealth Advisors Logotype

    Not yet reviewed

    $1,000+
    Undisclosed
    10 - 49
    Atlanta, GA

    Services provided

    100% Financial Advising & Planning

    Focus Areas

    15% Securities Brokerage
    15% Debt Consulting
    15% Mortgage & Loan Brokerage +4
    15% Retirement Planning
    15% Stocks Portfolio Management
    15% Wealth & Asset Management
    10% Actuarial Services

    Paces Ferry Wealth Advisors is a Financial Advising & Planning company. Founded in 2019, the team provides Financial Advising & Planning.

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  • Credit Vision LLC Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    50 - 249
    Cape Coral, FL

    Services provided

    50% Financial Advising & Planning
    50% Finance & Accounting Outsourcing (FAO)

    Focus Areas

    15% Securities Brokerage
    15% Debt Consulting
    15% Mortgage & Loan Brokerage +4
    15% Retirement Planning
    15% Stocks Portfolio Management
    15% Wealth & Asset Management
    10% Actuarial Services

    Credit Vision LLC is a Finance & Accounting Outsourcing (FAO) and Financial Advising & Planning company. Their services include Finance & Accounting Outsourcing (FAO).

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  • SpudBlocks Logotype

    SpudBlocks

    5.0 2 reviews
    Undisclosed
    Undisclosed
    50 - 249

    Services provided

    30% Financial Advising & Planning
    35% Business Consulting
    35% Financial Consulting

    Focus Areas

    15% Securities Brokerage
    15% Debt Consulting
    15% Mortgage & Loan Brokerage +4
    15% Retirement Planning
    15% Stocks Portfolio Management
    15% Wealth & Asset Management
    10% Actuarial Services

    SpudBlocks offers a range of services including Web3 business analysis, strategic business development, e-commerce website development, and SEO. Reviews indicate that clients appreciate their innovative approach, attention to detail, and effective project management. However, some suggest that communication could be more streamlined to avoid delays in project updates. Overall, SpudBlocks received positive feedback for their commitment to excellence and timely delivery.

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  • Accruon Consultants Logotype

    Not yet reviewed

    Undisclosed
    $25 - $49 / hr
    50 - 249
    Dubai, United Arab Emirates

    Services provided

    50% Financial Advising & Planning
    50% Accounting

    Focus Areas

    15% Securities Brokerage
    15% Actuarial Services
    15% Debt Consulting +4
    15% Mortgage & Loan Brokerage
    15% Retirement Planning
    15% Stocks Portfolio Management
    10% Wealth & Asset Management

    Accounting and Financial Advising & Planning company Accruon Consultants focuses on Accounting and Financial Advising & Planning. They are in Dubai, United Arab Emirates.

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  • Chaudhry CPA Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    50 - 249
    Los Angeles, CA

    Services provided

    50% Financial Advising & Planning
    50% Accounting

    Focus Areas

    15% Securities Brokerage
    20% Mortgage & Loan Brokerage
    15% Debt Consulting +4
    15% Stocks Portfolio Management
    15% Wealth & Asset Management
    10% Actuarial Services
    10% Retirement Planning

    Chaudhry CPA, a midsize Accounting and Financial Advising & Planning company, is based in Los Angeles, California. The team offers Accounting and Financial Advising & Planning.

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  • corporate tax agent Logotype

    corporate tax agent

    Not yet reviewed

    $250,000+
    $300+ / hr
    250 - 999

    Services provided

    25% Financial Advising & Planning
    25% Accounting
    25% Commercial Financing +1
    25% Insurance Services & Brokers

    Focus Areas

    15% Securities Brokerage
    15% Actuarial Services
    15% Debt Consulting +4
    15% Retirement Planning
    15% Stocks Portfolio Management
    15% Wealth & Asset Management
    10% Mortgage & Loan Brokerage

    Corporate tax agent is a Commercial Financing company. They offer Commercial Financing and Accounting and were founded in 2010. The agency is located in Sutherland, Australia.

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  • Aventis Advisors Logotype

    Not yet reviewed

    $50,000+
    Undisclosed
    2 - 9
    Warszawa, Poland

    Services provided

    80% Financial Advising & Planning
    10% Business Valuation Services
    10% Funding & Investment

    Focus Areas

    15% Securities Brokerage
    15% Actuarial Services
    15% Debt Consulting +4
    15% Mortgage & Loan Brokerage
    15% Retirement Planning
    15% Wealth & Asset Management
    10% Stocks Portfolio Management

    Aventis Advisors, a Financial Advising & Planning company, is located in Warszawa, Poland. The team offers Financial Advising & Planning and Business Valuation Services.

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  • Tangent Consulting Logotype

    Tangent Consulting

    Not yet reviewed

    $5,000+
    < $25 / hr
    10 - 49

    Services provided

    50% Financial Advising & Planning
    30% Accounting
    15% Commercial Financing +1
    5% Business Valuation Services

    Focus Areas

    20% Securities Brokerage
    20% Actuarial Services
    20% Debt Consulting +2
    20% Mortgage & Loan Brokerage
    20% Stocks Portfolio Management

    Launched in 2018, Tangent Consulting is a small Mississauga, Canada-based Financial Advising & Planning company. Their team specializes in Financial Advising & Planning and Accounting.

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  • NRI Sahayata Service Private Limited Logotype

    Not yet reviewed

    Undisclosed
    $50 - $99 / hr
    50 - 249
    New Delhi, India

    Services provided

    20% Financial Advising & Planning
    20% Accounting
    20% Business Consulting +2
    20% Conversion Optimization
    20% Mobile App Development

    Focus Areas

    100% Securities Brokerage

    NRI Sahayata Service Private Limited, a Conversion Optimization company, was founded in 2024. The team specializes in Conversion Optimization and Mobile App Development and is in New Delhi, India.

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  • Credit Max Solutions Logotype

    Credit Max Solutions

    Not yet reviewed

    Undisclosed
    Undisclosed
    10 - 49

    Services provided

    100% Financial Advising & Planning

    Focus Areas

    20% Securities Brokerage
    15% Actuarial Services
    15% Mortgage & Loan Brokerage +4
    15% Retirement Planning
    15% Stocks Portfolio Management
    10% Debt Consulting
    10% Wealth & Asset Management

    Credit Max Solutions is a Financial Advising & Planning company founded in 2020. Their team specializes in Financial Advising & Planning.

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  • CoCredo Logotype

    Not yet reviewed

    $1,000+
    $25 - $49 / hr
    10 - 49
    Great Missenden, England

    Services provided

    20% Financial Advising & Planning
    80% Accounting

    Focus Areas

    15% Securities Brokerage
    15% Debt Consulting
    15% Mortgage & Loan Brokerage +4
    15% Retirement Planning
    15% Stocks Portfolio Management
    15% Wealth & Asset Management
    10% Actuarial Services

    CoCredo is an Accounting company. In Great Missenden, England, the team specializes in Accounting and Financial Advising & Planning.

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  • MFD Services Logotype

    MFD Services

    Not yet reviewed

    $1,000+
    $50 - $99 / hr
    250 - 999

    Services provided

    20% Financial Advising & Planning
    20% Accounting
    20% Business Valuation Services +2
    20% Commercial Financing
    20% HR Consulting

    Focus Areas

    20% Securities Brokerage
    20% Actuarial Services
    20% Retirement Planning +2
    20% Stocks Portfolio Management
    20% Wealth & Asset Management

    MFD Services is a Commercial Financing company. The midsize Al- Khobar, Saudi Arabia-based team offers Commercial Financing and Accounting. The firm was established in 1995.

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  • Fast Growth Consulting Ltd Logotype

    Not yet reviewed

    $5,000+
    $150 - $199 / hr
    2 - 9
    Wallington, England

    Services provided

    33% Financial Advising & Planning
    33% Funding & Investment
    20% Financial Consulting +2
    7% Accounting
    7% Commercial Financing

    Focus Areas

    15% Securities Brokerage
    15% Actuarial Services
    15% Debt Consulting +4
    15% Mortgage & Loan Brokerage
    15% Stocks Portfolio Management
    15% Wealth & Asset Management
    10% Retirement Planning

    Fast Growth Consulting Ltd is a small Financial Advising & Planning company launched in 2019. Their team focuses on Financial Advising & Planning and Funding & Investment.

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  • FMI Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    250 - 999
    Raleigh, NC

    Services provided

    60% Financial Advising & Planning
    40% Financial Consulting

    Focus Areas

    30% Securities Brokerage
    50% Wealth & Asset Management
    20% Stocks Portfolio Management

    FMI is a Financial Advising & Planning company. The Raleigh, North Carolina-based company was established in 1953. Their services include Financial Advising & Planning and Financial Consulting.

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  • Salahkaro Logotype

    Salahkaro

    Not yet reviewed

    Undisclosed
    Undisclosed
    10 - 49

    Services provided

    100% Financial Advising & Planning

    Focus Areas

    15% Securities Brokerage
    15% Actuarial Services
    15% Debt Consulting +4
    15% Mortgage & Loan Brokerage
    15% Retirement Planning
    15% Wealth & Asset Management
    10% Stocks Portfolio Management

    Salahkaro is a small Financial Advising & Planning company founded in 2013. Their team focuses on Financial Advising & Planning.

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  • Axlerate Futuretech Pvt Ltd Logotype

    Not yet reviewed

    $5,000+
    $50 - $99 / hr
    10 - 49
    Chennai, India

    Services provided

    50% Financial Advising & Planning
    30% Logistics & Supply Chain Consulting
    20% Commercial Financing

    Focus Areas

    15% Securities Brokerage
    15% Debt Consulting
    15% Mortgage & Loan Brokerage +4
    15% Retirement Planning
    15% Stocks Portfolio Management
    15% Wealth & Asset Management
    10% Actuarial Services

    Financial Advising & Planning company Axlerate Futuretech Pvt Ltd was launched in 2022. The company focuses on Financial Advising & Planning and Logistics & Supply Chain Consulting.

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  • Shreshtha Business Solutions Logotype

    Not yet reviewed

    $10,000+
    $100 - $149 / hr
    50 - 249
    Chennai, India

    Services provided

    25% Financial Advising & Planning
    25% Accounting
    25% PEO/Employee Leasing +1
    25% Recruiting

    Focus Areas

    15% Securities Brokerage
    15% Actuarial Services
    15% Debt Consulting +4
    15% Mortgage & Loan Brokerage
    15% Retirement Planning
    15% Wealth & Asset Management
    10% Stocks Portfolio Management

    Launched in 2018, Shreshtha Business Solutions is an Accounting company. The agency provides Accounting and Financial Advising & Planning.

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  • Carleys Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    10 - 49
    Chatham, England

    Services provided

    30% Financial Advising & Planning
    40% Accounting
    15% Business Valuation Services +1
    15% Financial Consulting

    Focus Areas

    15% Securities Brokerage
    15% Debt Consulting
    15% Mortgage & Loan Brokerage +4
    15% Retirement Planning
    15% Stocks Portfolio Management
    15% Wealth & Asset Management
    10% Actuarial Services

    Carleys is a small Accounting company. Launched in 1950, the team offers Accounting and Financial Advising & Planning.

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  • BeeBee Advisory Logotype

    Not yet reviewed

    $10,000+
    < $25 / hr
    10 - 49
    New Delhi, India

    Services provided

    30% Financial Advising & Planning
    70% Accounting

    Focus Areas

    25% Securities Brokerage
    15% Debt Consulting
    15% Mortgage & Loan Brokerage +4
    15% Stocks Portfolio Management
    10% Actuarial Services
    10% Retirement Planning
    10% Wealth & Asset Management

    BeeBee Advisory is an Accounting company. The small New Delhi, India-based team focuses on Accounting and Financial Advising & Planning. The agency was established in 2016.

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  • Paynuity Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    10 - 49
    Orlando, FL

    Services provided

    50% Financial Advising & Planning
    50% Finance & Accounting Outsourcing (FAO)

    Focus Areas

    10% Securities Brokerage
    15% Actuarial Services
    15% Debt Consulting +4
    15% Mortgage & Loan Brokerage
    15% Retirement Planning
    15% Stocks Portfolio Management
    15% Wealth & Asset Management

    Paynuity is a Finance & Accounting Outsourcing (FAO) and Financial Advising & Planning company. Their team offers Finance & Accounting Outsourcing (FAO).

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  • Outsourced Accountants Logotype

    Not yet reviewed

    $25,000+
    $100 - $149 / hr
    250 - 999
    New York, NY

    Services provided

    20% Financial Advising & Planning
    20% Accounting
    20% Commercial Financing +2
    20% Finance & Accounting Outsourcing (FAO)
    20% Financial Consulting

    Focus Areas

    16% Securities Brokerage
    14% Actuarial Services
    14% Debt Consulting +4
    14% Mortgage & Loan Brokerage
    14% Retirement Planning
    14% Stocks Portfolio Management
    14% Wealth & Asset Management

    Outsourced Accountants is a Finance & Accounting Outsourcing (FAO) company. Located in New York, New York, the agency provides Finance & Accounting Outsourcing (FAO) and Commercial Financing.

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  • Timothy Roberts & Associates, LLC Logotype

    Not yet reviewed

    $1,000+
    < $25 / hr
    10 - 49
    Ann Arbor, MI

    Services provided

    45% Financial Advising & Planning
    55% Business Consulting

    Focus Areas

    15% Securities Brokerage
    20% Actuarial Services
    15% Debt Consulting +4
    15% Retirement Planning
    15% Wealth & Asset Management
    10% Mortgage & Loan Brokerage
    10% Stocks Portfolio Management

    Timothy Roberts & Associates, LLC is a Business Consulting company located in Ann Arbor, Michigan. Their services include Business Consulting and Financial Advising & Planning.

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  • Smart Adviser Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    10 - 49
    Auckland, New Zealand

    Services provided

    100% Financial Advising & Planning

    Focus Areas

    15% Securities Brokerage
    15% Actuarial Services
    15% Debt Consulting +4
    15% Retirement Planning
    15% Stocks Portfolio Management
    15% Wealth & Asset Management
    10% Mortgage & Loan Brokerage

    Smart Adviser is an Auckland, New Zealand-based Financial Advising & Planning company. They provide Financial Advising & Planning and were established in 2000.

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  • KBC Grup Logotype

    Not yet reviewed

    $1,000+
    $25 - $49 / hr
    10 - 49
    İstanbul, Türkiye

    Services provided

    20% Financial Advising & Planning
    20% Business Consulting
    20% Commercial Brokerage Services +2
    20% Commercial Development
    20% Funding & Investment

    Focus Areas

    100% Securities Brokerage

    KBC Grup, a Business Consulting company, was founded in 2004. The firm specializes in Business Consulting and Commercial Brokerage Services, and is small.

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  • Bullseye Accounting & Tax Services Inc Logotype

    Not yet reviewed

    $1,000+
    $25 - $49 / hr
    10 - 49
    Calgary, Canada

    Services provided

    50% Financial Advising & Planning
    50% Accounting

    Focus Areas

    15% Securities Brokerage
    15% Debt Consulting
    15% Mortgage & Loan Brokerage +4
    15% Retirement Planning
    15% Stocks Portfolio Management
    15% Wealth & Asset Management
    10% Actuarial Services

    Bullseye Accounting & Tax Services Inc is an Accounting and Financial Advising & Planning company. Established in 1996, the team focuses on Accounting and Financial Advising & Planning.

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  • Wiley Financial Logotype

    Wiley Financial

    Not yet reviewed

    Undisclosed
    Undisclosed
    50 - 249

    Services provided

    25% Financial Advising & Planning
    25% Accounting
    25% Commercial Financing +1
    25% Finance & Accounting Outsourcing (FAO)

    Focus Areas

    10% Securities Brokerage
    15% Actuarial Services
    15% Debt Consulting +4
    15% Mortgage & Loan Brokerage
    15% Retirement Planning
    15% Stocks Portfolio Management
    15% Wealth & Asset Management

    Founded in 2000, Wiley Financial is a Finance & Accounting Outsourcing (FAO) company. The firm offers Finance & Accounting Outsourcing (FAO) and Commercial Financing, and is midsize.

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  • Penda Financial Management Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    10 - 49
    Wallsend, England

    Services provided

    100% Financial Advising & Planning

    Focus Areas

    10% Securities Brokerage
    15% Actuarial Services
    15% Debt Consulting +4
    15% Mortgage & Loan Brokerage
    15% Retirement Planning
    15% Stocks Portfolio Management
    15% Wealth & Asset Management

    Penda Financial Management is a Financial Advising & Planning company launched in 2019. Their services include Financial Advising & Planning.

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  • Cleartax Solutions Ltd. Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    10 - 49
    Birmingham, England

    Services provided

    25% Financial Advising & Planning
    25% Accounting
    25% Finance & Accounting Outsourcing (FAO) +1
    25% Financial Consulting

    Focus Areas

    35% Securities Brokerage
    20% Stocks Portfolio Management
    10% Actuarial Services +4
    10% Debt Consulting
    10% Retirement Planning
    10% Wealth & Asset Management
    5% Mortgage & Loan Brokerage

    Cleartax Solutions Ltd. Is a Finance & Accounting Outsourcing (FAO) company. They specialize in Finance & Accounting Outsourcing (FAO) and Accounting and were founded in 2016.

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  • Accountancy Enterprise Ltd Logotype

    Not yet reviewed

    $1,000+
    $25 - $49 / hr
    2 - 9
    Hayes, England

    Services provided

    35% Financial Advising & Planning
    35% Accounting
    30% Tax Law

    Focus Areas

    15% Securities Brokerage
    15% Actuarial Services
    15% Debt Consulting +4
    15% Mortgage & Loan Brokerage
    15% Stocks Portfolio Management
    15% Wealth & Asset Management
    10% Retirement Planning

    Accountancy Enterprise Ltd is an Accounting company. Launched in 2023, the company is based in Hayes, England. Their team focuses on Accounting and Financial Advising & Planning.

    Read more
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  • Center Parcs UK Logotype

    Not yet reviewed

    $100,000+
    $100 - $149 / hr
    2 - 9
    Saint Helier, Jersey

    Services provided

    33% Financial Advising & Planning
    34% Commercial Brokerage Services
    33% Funding & Investment

    Focus Areas

    100% Securities Brokerage

    Founded in 2004, Center Parcs UK is a Commercial Brokerage Services company. The small team offers Commercial Brokerage Services and Financial Advising & Planning.

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  • Petrie Raymond Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    50 - 249
    Montréal, Canada

    Services provided

    33% Financial Advising & Planning
    34% Accounting
    33% Business Consulting

    Focus Areas

    15% Securities Brokerage
    15% Actuarial Services
    15% Debt Consulting +4
    15% Mortgage & Loan Brokerage
    15% Retirement Planning
    15% Wealth & Asset Management
    10% Stocks Portfolio Management

    Launched in 1923, Petrie Raymond is an Accounting company. The agency provides Accounting and Business Consulting.

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  • Ved Financials Logotype

    Ved Financials

    Not yet reviewed

    $5,000+
    $50 - $99 / hr
    10 - 49

    Services provided

    100% Financial Advising & Planning

    Focus Areas

    15% Securities Brokerage
    15% Actuarial Services
    15% Debt Consulting +4
    15% Mortgage & Loan Brokerage
    15% Retirement Planning
    15% Wealth & Asset Management
    10% Stocks Portfolio Management

    Ved Financials is a small Financial Advising & Planning company. Established in 1996, the team provides Financial Advising & Planning.

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  • Africa Plus Partners Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    2 - 9
    Lagos, Nigeria

    Services provided

    65% Financial Advising & Planning
    35% Business Consulting

    Focus Areas

    15% Securities Brokerage
    15% Actuarial Services
    15% Mortgage & Loan Brokerage +4
    15% Retirement Planning
    15% Stocks Portfolio Management
    15% Wealth & Asset Management
    10% Debt Consulting

    Africa Plus Partners is a Financial Advising & Planning company established in 2018. Their team specializes in Financial Advising & Planning and Business Consulting.

    Read more
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  • AdlerAccountants Logotype

    AdlerAccountants

    Not yet reviewed

    Undisclosed
    Undisclosed
    50 - 249

    Services provided

    25% Financial Advising & Planning
    25% Accounting
    25% Business Consulting +1
    25% Commercial Financing

    Focus Areas

    15% Securities Brokerage
    15% Debt Consulting
    15% Mortgage & Loan Brokerage +4
    15% Retirement Planning
    15% Stocks Portfolio Management
    15% Wealth & Asset Management
    10% Actuarial Services

    Business Consulting company AdlerAccountants was established in 2021. The company focuses on Business Consulting and Commercial Financing, and is midsize.

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  • David Jacobs Business Broker Logotype

    Not yet reviewed

    $100,000+
    $150 - $199 / hr
    Freelancer
    Sunnyvale, CA

    Services provided

    70% Financial Advising & Planning
    20% Business Consulting
    10% Financial Consulting

    Focus Areas

    15% Securities Brokerage
    20% Mortgage & Loan Brokerage
    15% Actuarial Services +4
    15% Stocks Portfolio Management
    15% Wealth & Asset Management
    10% Debt Consulting
    10% Retirement Planning

    Financial Advising & Planning company David Jacobs Business Broker is in Sunnyvale, California. Launched in 2019, the team provides Financial Advising & Planning and Business Consulting.

    Read more
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Ability to deliver
Focus
Clutch Leaders Matrix

Rollover to see company insights or click a company below for more details.

1 Asesora
2 MB Accounting Group LLC
3 Cardem Consulting
4 Coin Masters

List of the Top 4 Securities Brokerages

  1. Asesora Logotype

    Asesora

    Undisclosed
    Undisclosed
    250 - 999
    Dubai, United Arab Emirates

    Ability to deliver

    20.6/40.0
    16.6/20 Reviews
    0/10 Clients & Experience
    4/10 Market Presence

    Service focus

    10% Financial Advising & Planning
    15% Securities Brokerage
    90% Other
    View Profile Visit Website
  2. MB Accounting Group LLC Logotype

    MB Accounting Group LLC

    Undisclosed
    $50 - $99 / hr
    10 - 49
    Portland, OR

    Ability to deliver

    22.6/40.0
    16.6/20 Reviews
    1.4/10 Clients & Experience
    4.6/10 Market Presence

    Service focus

    10% Financial Advising & Planning
    10% Securities Brokerage
    90% Other
    View Profile Visit Website
  3. Cardem Consulting Logotype

    Cardem Consulting

    $1,000+
    $50 - $99 / hr
    2 - 9
    Barranquilla, Colombia

    Ability to deliver

    21.7/40.0
    16.2/20 Reviews
    1.4/10 Clients & Experience
    4/10 Market Presence

    Service focus

    10% Financial Advising & Planning
    15% Securities Brokerage
    90% Other
    View Profile Visit Website
  4. Coin Masters Logotype

    Coin Masters

    $5,000+
    $50 - $99 / hr
    2 - 9

    Ability to deliver

    20.8/40.0
    16.2/20 Reviews
    0/10 Clients & Experience
    4.6/10 Market Presence

    Service focus

    20% Financial Advising & Planning
    10% Securities Brokerage
    80% Other
    View Profile Visit Website
  5. IRIS Business Services Ltd Logotype

    IRIS Business Services Ltd

    Undisclosed
    Undisclosed
    250 - 999
    Navi Mumbai, India

    Ability to deliver

    9.8/40.0
    0/20 Reviews
    2.1/10 Clients & Experience
    7.7/10 Market Presence

    Service focus

    100% Financial Advising & Planning
    10% Securities Brokerage
    View Profile Visit Website
  6. befree UK Logotype

    befree UK

    Undisclosed
    Undisclosed
    1,000 - 9,999

    Ability to deliver

    5.5/40.0
    0/20 Reviews
    0/10 Clients & Experience
    5.5/10 Market Presence

    Service focus

    25% Financial Advising & Planning
    20% Securities Brokerage
    75% Other
    View Profile Visit Website
  7. Kreditwala Logotype

    Kreditwala

    $5,000+
    Undisclosed
    250 - 999
    Delhi, India

    Ability to deliver

    7/40.0
    0/20 Reviews
    2.4/10 Clients & Experience
    4.6/10 Market Presence

    Service focus

    40% Financial Advising & Planning
    15% Securities Brokerage
    60% Other
    View Profile Visit Website
  8. Ledger Labs, Inc. Logotype

    Ledger Labs, Inc.

    $1,000+
    $50 - $99 / hr
    50 - 249

    Ability to deliver

    7.8/40.0
    0/20 Reviews
    1/10 Clients & Experience
    6.8/10 Market Presence

    Service focus

    50% Financial Advising & Planning
    15% Securities Brokerage
    50% Other
    View Profile Visit Website
  9. Mint Financial Services Logotype

    Mint Financial Services

    $1,000+
    Undisclosed
    10 - 49
    Old Sarum, England

    Ability to deliver

    8.2/40.0
    0/20 Reviews
    2.1/10 Clients & Experience
    6.1/10 Market Presence

    Service focus

    100% Financial Advising & Planning
    15% Securities Brokerage
    View Profile Visit Website
  10. Asset Preservation Wealth & Tax, Financial Advisors Logotype

    Asset Preservation Wealth & Tax, Financial Advisors

    Undisclosed
    Undisclosed
    2 - 9
    Lake Oswego, OR

    Ability to deliver

    5.6/40.0
    0/20 Reviews
    0/10 Clients & Experience
    5.6/10 Market Presence

    Service focus

    50% Financial Advising & Planning
    50% Securities Brokerage
    50% Other
    View Profile Visit Website
  11. Cedars Business Services Logotype

    Cedars Business Services

    Undisclosed
    Undisclosed
    50 - 249
    Calabasas, CA

    Ability to deliver

    6.1/40.0
    0/20 Reviews
    0/10 Clients & Experience
    6.1/10 Market Presence

    Service focus

    50% Financial Advising & Planning
    15% Securities Brokerage
    50% Other
    View Profile Visit Website
  12. MNS Credit Management Group Private Ltd. Logotype

    MNS Credit Management Group Private Ltd.

    Undisclosed
    Undisclosed
    250 - 999
    New Delhi, India

    Ability to deliver

    5.5/40.0
    0/20 Reviews
    0/10 Clients & Experience
    5.5/10 Market Presence

    Service focus

    30% Financial Advising & Planning
    15% Securities Brokerage
    70% Other
    View Profile Visit Website
  13. Vistica Wealth Advisors Logotype

    Vistica Wealth Advisors

    Undisclosed
    Undisclosed
    2 - 9
    Carlsbad, CA

    Ability to deliver

    8/40.0
    0/20 Reviews
    2.1/10 Clients & Experience
    6/10 Market Presence

    Service focus

    100% Financial Advising & Planning
    15% Securities Brokerage
    View Profile Visit Website
  14. Skytale Group Logotype

    Skytale Group

    $1,000+
    $100 - $149 / hr
    50 - 249
    Dallas, TX

    Ability to deliver

    8.8/40.0
    0/20 Reviews
    2.1/10 Clients & Experience
    6.8/10 Market Presence

    Service focus

    25% Financial Advising & Planning
    15% Securities Brokerage
    75% Other
    View Profile Visit Website
  15. Qade Collections Logotype

    Qade Collections

    $10,000+
    Undisclosed
    2 - 9

    Ability to deliver

    7.8/40.0
    0/20 Reviews
    1.4/10 Clients & Experience
    6.3/10 Market Presence

    Service focus

    100% Financial Advising & Planning
    15% Securities Brokerage
    View Profile Visit Website
  16. Paces Ferry Wealth Advisors Logotype

    Paces Ferry Wealth Advisors

    $1,000+
    Undisclosed
    10 - 49
    Atlanta, GA

    Ability to deliver

    6.7/40.0
    0/20 Reviews
    0/10 Clients & Experience
    6.7/10 Market Presence

    Service focus

    100% Financial Advising & Planning
    15% Securities Brokerage
    View Profile Visit Website
  17. Credit Vision LLC Logotype

    Credit Vision LLC

    Undisclosed
    Undisclosed
    50 - 249
    Cape Coral, FL

    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
    15% Securities Brokerage
    50% Other
    View Profile Visit Website
  18. SpudBlocks Logotype

    SpudBlocks

    Undisclosed
    Undisclosed
    50 - 249

    Ability to deliver

    7.6/40.0
    0/20 Reviews
    2.8/10 Clients & Experience
    4.8/10 Market Presence

    Service focus

    30% Financial Advising & Planning
    15% Securities Brokerage
    70% Other
    View Profile Visit Website
  19. Accruon Consultants Logotype

    Accruon Consultants

    Undisclosed
    $25 - $49 / hr
    50 - 249
    Dubai, United Arab Emirates

    Ability to deliver

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

    Service focus

    50% Financial Advising & Planning
    15% Securities Brokerage
    50% Other
    View Profile Visit Website

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